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

We're thrilled to share that Caitlyn Salloum, CFP®, has been awarded the InvestmentNews 5 Star Financial Planners award ...
06/03/2026

We're thrilled to share that Caitlyn Salloum, CFP®, has been awarded the InvestmentNews 5 Star Financial Planners award for the first time, a recognition honoring advisors who lead with excellence, integrity, and heart.

This moment reflects the trust and partnership we share with our clients. Your support, your stories, and your willingness to let us walk alongside you make this work meaningful!



Disclosure: InvestmentNews 5-Star Financial Planners 2026 recognizes financial planners selected through an objective review and benchmarking process conducted by the InvestmentNews editorial team. Nominations were accepted from industry peers, colleagues, clients and self-nominated individuals; only financial planners formally nominated during the survey period were considered for evaluation. Nominators were required to submit detailed information for each nominee, including professional credentials, areas of expertise, and notable achievements from calendar year 2025. Winners were evaluated based on professional credentials and qualifications, demonstrated areas of specialization or expertise, significant professional or business achievements, and evidence of integrity, professionalism, and client-focused service. Out of 231 nominees, 80 won the award. This ranking is based on the period from 01/01/2025 to 12/31/2025 and was released on 04/22/2026. This recognition may not be representative of any client's experience, is not an endorsement, and is not indicative of an advisor's or team's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with InvestmentNews.

Building financial confidence starts early. Stronger personal finance education today leads to more secure retirements t...
06/01/2026

Building financial confidence starts early. Stronger personal finance education today leads to more secure retirements tomorrow.

In memory of many, in honor of all. ❤️🤍💙
05/25/2026

In memory of many, in honor of all. ❤️🤍💙

Hip hip hooray; Tyler is officially engaged!! We're thrilled for him and his fiancée, Sara, as they begin this next chap...
05/22/2026

Hip hip hooray; Tyler is officially engaged!! We're thrilled for him and his fiancée, Sara, as they begin this next chapter together.

Key Wealth Management is growing! We're hiring a Financial Advisor/Financial Planner/Wealth Advisor and a Paraplanner/Cl...
05/21/2026

Key Wealth Management is growing! We're hiring a Financial Advisor/Financial Planner/Wealth Advisor and a Paraplanner/Client Service Associate to support our expanding client base and deliver the thoughtful, relationship driven experience we're known for. If you're proactive, detail oriented, and energized by meaningful client work, we'd love to meet you. Apply on LinkedIn or Indeed to join a firm built on trust, clarity, and long term impact.

05/20/2026

Last month, we gathered a group of Scottsdale clients whose partnership made a meaningful impact on our business this past year. Our appreciation dinner was a chance to slow down, spend time together, and celebrate the relationships that continue to shape our work.

We kicked off May at the Raymond James Elevate Conference, where our team spent a few days sharpening strategy, swapping...
05/19/2026

We kicked off May at the Raymond James Elevate Conference, where our team spent a few days sharpening strategy, swapping ideas, and—yes—laughing along with Jay Leno as our keynote speaker. We came home energized, inspired, and ready to bring that momentum back to our clients!

Happy 2‑Year Work Anniversary, Rachel. Your dedication, professionalism, and meaningful impact continue to elevate the K...
05/19/2026

Happy 2‑Year Work Anniversary, Rachel. Your dedication, professionalism, and meaningful impact continue to elevate the Key Wealth experience. Thank you for everything you bring to our team!

Planning for retirement starts with one simple truth: we're living longer than we think. Understanding longevity helps y...
05/18/2026

Planning for retirement starts with one simple truth: we're living longer than we think. Understanding longevity helps you save smarter and stay prepared for the years ahead!

Happy work anniversary to Tyler Sherwood! His thoughtful approach and client‑first mindset elevate every interaction. We...
05/06/2026

Happy work anniversary to Tyler Sherwood! His thoughtful approach and client‑first mindset elevate every interaction. We're lucky to have him supporting the families we serve.

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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