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
Monthly Update June 2022
June 2022 Monthly Investment Update“The best preparation for the future is the present well seen to, and the last duty done.” —George MacdonaldIn the book “Extreme Ownership,” Jocko Willink and Leif Babin outline the leadership principles the two men learned during...
An Advisor Is Not For Everyone
There have been numerous articles written about Millennials (people born between 1981 and 1996) and Generation Z (or Gen Z, born between 1997 and 2012) and their investing preferences. These two generations, more than any other generation in the history of our...
Sacrificing Your Own Retirement Security By Prioritizing Your Kids’ College is NOT the Answer!
If you are a parent, you likely had a flood of thoughts and emotions run through your head when you saw your child for the first time. Somewhere in that processing—or maybe it was during one of those sleepless nights early on—you likely thought about your kid going to...
What Makes a Financial Advisor Independent?
What Makes a Financial Fdvisor “Independent”?What makes a financial advisor “independent”? What advantages do they have over “non-independent” advisors?When I think about independence in the financial advisory space, my mind immediately goes to the ways that an...
Inflation and the Good Ole Days
The “buzz word” here recently has been (and will likely continue to be) inflation. It is one of those things that gets thrown around regularly when any discussion of politics, the economy or your dad’s rant about the “Good Ole Days” comes up. For most people, they...
The Best Investment You’ve Never Heard Of
Would you be interested in an investment vehicle where your contributions go in pre-tax, they grow tax deferred and when you take the money out it’s also tax free? If you’re thinking, this sounds “too good to be true,” then let me share a tax/retirement planning...
