Blaise Stevens
Managing Member
MBA, CFP®, AIFA®, 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
Overwhelmed by Donation Requests? Here’s How to Prioritize Your Giving
In the wake of Hurricane Helene, many of us are being asked to give to multiple relief funds, charities, and organizations. It can feel overwhelming, and you may wonder where your donation will have the most impact. When faced with so many requests, how do you...
Why Transitioning to an Independent RIA Can Accelerate Your Career Growth
For financial advisors working in a wirehouse or under a broker/dealer, career growth may feel limited by the structure and restrictions of the firm. While these environments offer stability, they can also come with constraints on client service, product offerings,...
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...
