Blaise Stevens
Managing Member
MBA, CFP®, AIF®, CLU®, ChFC®
Elevated Wealth Strategies for Enduring Legacies
Blaise Stevens, Managing Member at Strategic Advisory Partners, brings a wealth of unwavering commitment to guiding high-net-worth individuals towards financial eminence. His journey through various roles within the financial services industry culminated in a singular purpose: always standing by the client’s side.
As the Managing Member, Blaise leads a team committed to simplifying the intricate landscape of wealth management. His focus extends beyond conventional finances, catering exclusively to individuals seeking more than just retirement advice. Blaise’s passion lies in empowering clients to navigate the complexities of wealth like Tax Planning and Mitigation, Estates and Trusts, Business Owner Planning and Succession, Legacy Planning, and Investment Strategies.
His approach is simple yet profound – aligning guidance and recommendations with the best interests of the client. With a personal understanding of the high-net-worth financial landscape, Blaise ensures that each client receives tailored strategies, reflecting their unique ambitions and securing enduring legacies.
Legacy Planning
Endowment Strategies
Investment Strategies
Charitable Giving
Estate Planning
Succession Planning
Tax Planning
Business Planning
Recent Blogs & Content
Family Wealth Education and Governance
In the realm of wealth management, the long-term preservation and growth of family assets require more than just sound investment strategies and financial planning. It necessitates a proactive approach to educating future generations about financial stewardship,...
The Great Wealth Transfer
Over the next two decades, an unprecedented shift in financial assets, known as The Great Wealth Transfer, is expected to reshape the economic landscape of the United States. An estimated $84 trillion will transition from the Baby Boomer generation to Gen Xers and...
Striking the Right Balance
Diversification is a cornerstone of sound investment strategy. It's the practice of spreading your investments across various asset classes, industries, and geographic regions to manage risk. However, achieving the right level of diversification is a delicate...
Fiduciary Bingo — A Simple Guide For Employers
Over the last decade, adoption of defined contribution plans (think 401(k)s and 403(b)s) has increased significantly. Due mainly to pension plans falling out of favor, the onus on employees has never been greater to plan, and save, for their own retirement. Employers...
Corporate Transparency Act of 2024
As a business owner, staying informed about regulatory changes is crucial for maintaining compliance and making informed decisions. The Corporate Transparency Act (CTA), which came into effect on January 1, 2024, introduced by the Financial Crimes Enforcement Network...
Navigating Generational Wealth:
When it comes to managing generational wealth, the path is often less straightforward than one might imagine. At Strategic Advisory Partners, we understand the complexities that affluent families face in preserving and passing on their wealth to future generations. In...
