Key Wealth Management

Key Wealth Management Key Wealth Management was founded with the vision of women empowering women. Member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc.

Our mission is to help our clients live a life they love and guide them to confidently achieve their financial goals. We specialize in strategic planning for retirement, tax savings, college savings and insurance. There is nothing more rewarding than empowering our clients to pursue their goals and providing them with a road map to do so.

* 100% of our Wealth Advisors hold the CFP® Designation
*

Voted America's Top Women Wealth Advisors Best-In-State 2022
* Proprietary Key to Wealth Client Journey
* 85% of our team members are powerhouse women

Key Wealth Values
We constantly strive for service excellence, and we go to great lengths to make our client experience as effortless and valuable as possible. We promise a high-caliber experience and consistently deliver this through proactive outreach, careful preparation, impactful meetings, and follow-through. Important Disclosure Information: http://raymondjames.com/smicd.htm

Key Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Member FINRA/SIPC

Behind every financial plan is a team committed to clarity, confidence, and long‑term success. Key Wealth Management off...
08/31/2026

Behind every financial plan is a team committed to clarity, confidence, and long‑term success. Key Wealth Management offers personalized planning, investment guidance, and ongoing support for every chapter ahead.

A 529 plan is one of the most flexible, tax‑advantaged ways to save for education and now, unused funds can even roll in...
08/24/2026

A 529 plan is one of the most flexible, tax‑advantaged ways to save for education and now, unused funds can even roll into a Roth IRA. From K–12 to college, trade school, or even your own continuing education, a 529 can support more goals than you might think.

Want to explore whether a 529 fits your family's plan? Connect with Key Wealth Management! Call us: (480) 626-0909

#529

Back‑to‑school season brings fresh starts for kids; and for your financial plan. Key Wealth can help you align your goal...
08/17/2026

Back‑to‑school season brings fresh starts for kids; and for your financial plan. Key Wealth can help you align your goals so your family is ready for the year ahead.

An HSA paired with a 401(k) can help you prepare for rising healthcare costs in retirement. If you're not sure how to ma...
08/10/2026

An HSA paired with a 401(k) can help you prepare for rising healthcare costs in retirement. If you're not sure how to maximize both, Key Wealth can guide you.

Connect with KWM to strengthen your strategy!

Source: Raymond James

Choosing between a private foundation and a donor advised fund starts with one question: Do you want to run a charity, o...
08/03/2026

Choosing between a private foundation and a donor advised fund starts with one question: Do you want to run a charity, or do you want a simpler way to give?
Key Wealth helps you align your giving vehicle with your goals so your impact is intentional and strategic. Contact us via the link in bio!

Financial freedom feels better when it's backed by a plan. At Key Wealth, we help you move confidently toward the life y...
07/27/2026

Financial freedom feels better when it's backed by a plan. At Key Wealth, we help you move confidently toward the life you've worked for; one step, one strategy, one goal at a time.

Start planning today with Key Wealth Management!

Your first year of retirement is a chance to understand your true spending patterns. Track expenses, build a transition ...
07/20/2026

Your first year of retirement is a chance to understand your true spending patterns. Track expenses, build a transition budget, and revisit your withdrawal strategy once things settle.

Want to strengthen your retirement strategy?
Call Key Wealth Management Today! (480) 626-0909

Source: Marc Guberti

The first year of retirement can feel financially unsteady. After decades of saving, shifting to withdrawals and new rou...
07/13/2026

The first year of retirement can feel financially unsteady. After decades of saving, shifting to withdrawals and new routines can make spending feel unfamiliar. Understanding this transition helps you avoid the first‑year spending trap.

Ready to feel more confident in your retirement plan?
Reach out to Key Wealth Management today!

Source: Marc Guberti

Celebrating Sydney Miller on her five‑year anniversary with Key Wealth Management. Her dedication, consistency, and care...
07/12/2026

Celebrating Sydney Miller on her five‑year anniversary with Key Wealth Management. Her dedication, consistency, and care for our clients have shaped so much of who we are as a team. Grateful for the impact she makes every day!

Today we celebrate Independence Day and the communities, families, and individuals who contribute to a stronger future. ...
07/04/2026

Today we celebrate Independence Day and the communities, families, and individuals who contribute to a stronger future. Wishing everyone a safe and reflective holiday!

Address

8669 E San Alberto Drive, Suite 100
Scottsdale, AZ
85258

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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