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 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!

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!

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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