Strategic Advisory Partners
Financial Advising
Why pick this one
Strategic Advisory Partners is a Greensboro fiduciary wealth management firm offering integrated investment, tax, estate, and legacy planning.
Best for
- families planning multi-generational wealth transfer
- business owners needing succession planning
- high-net-worth individuals seeking tax and estate planning
- investors seeking private market access or alternative investments
- clients needing coordinated retirement, investment, insurance, and education planning
Specialties
- retirement planning
- corporate retirement plans
- estate and trust planning
- business owner planning and succession
- tax planning and mitigation
- private market access
- alternative investments
- charitable giving
- education planning
- health and insurance planning
Certifications
- CFP®
- AIFA®
- CLU®
- ChFC®
What makes them different
- Fiduciary wealth management firm serving families and business owners
- Integrated strategy aligning investments, planning, taxes, and long-term goals
- Private market access and alternative investments
- Chief Investment Officer Chris Harris holds a PhD in Finance
- Managing Member Blaise Stevens holds MBA, CFP®, AIFA®, CLU®, and ChFC® credentials
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 3819 Lawndale Dr, Greensboro, NC 27455
- Phone
- +13367902560
- Website
- https://strategicadvisorypartners.com/
- info@strategicadvisorypartners.com
Services
- financial planning
- investment management
- wealth strategy
- tax strategy
- estate and legacy planning
- risk management
- portfolio strategy and allocation
- ongoing investment oversight