Key Wealth Management

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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

National Savings Day is a reminder that consistent habits build long‑term financial confidence. Key Wealth Management he...
10/12/2026

National Savings Day is a reminder that consistent habits build long‑term financial confidence. Key Wealth Management helps clients create savings strategies that support their goals!

Happy Birthday to Sydney Miller, whose thoughtful approach and client‑first mindset make such a meaningful impact. We're...
10/10/2026

Happy Birthday to Sydney Miller, whose thoughtful approach and client‑first mindset make such a meaningful impact. We're lucky to have you!

Building financial confidence starts with understanding your worth. At Key Wealth Management, we help you pursue clarity...
09/30/2026

Building financial confidence starts with understanding your worth. At Key Wealth Management, we help you pursue clarity, stability, and long‑term financial wellness.

Congratulations to Tyler Sherwood on his recent wedding! We had a wonderful time celebrating this special milestone with...
09/25/2026

Congratulations to Tyler Sherwood on his recent wedding! We had a wonderful time celebrating this special milestone with him and wish Tyler and Sara a lifetime of happiness together!

A reminder that Extended Trust & Estate Returns are due on September 30th. If you have questions or need support coordin...
09/21/2026

A reminder that Extended Trust & Estate Returns are due on September 30th. If you have questions or need support coordinating next steps, our team is here to help. #2026

Behind every great plan is a dedicated team. Proud of the work happening inside these walls and the people who make it p...
09/16/2026

Behind every great plan is a dedicated team. Proud of the work happening inside these walls and the people who make it possible!

Today we honor the lives lost on September 11th and the resilience of the families and communities forever changed. We r...
09/11/2026

Today we honor the lives lost on September 11th and the resilience of the families and communities forever changed. We remember.

Happy Birthday to Tyler Sherwood, whose guidance, integrity, and client‑first mindset continue to elevate our entire tea...
09/09/2026

Happy Birthday to Tyler Sherwood, whose guidance, integrity, and client‑first mindset continue to elevate our entire team. We appreciate all you do!

Quarterly estimated tax payments play an important role in managing cash flow, avoiding penalties, and keeping your broa...
09/07/2026

Quarterly estimated tax payments play an important role in managing cash flow, avoiding penalties, and keeping your broader financial plan on track. As we approach the Q3 2026 deadline on September 15, it's a good time to confirm your withholding, review any income changes, and ensure your payment aligns with your year‑to‑date strategy.

Key Wealth Management can help you evaluate your tax picture, coordinate with your CPA, and make sure your plan supports both your short‑term needs and long‑term goals.

Our office is closed today as we observe Labor Day. Thank you for your understanding; our team will reconnect with you o...
09/07/2026

Our office is closed today as we observe Labor Day. Thank you for your understanding; our team will reconnect with you once we're back!

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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