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

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.

Retirement thrives with clarity and purpose. If you're ready to shape a plan that supports the life you envision, our te...
04/20/2026

Retirement thrives with clarity and purpose. If you're ready to shape a plan that supports the life you envision, our team is here to guide the way. Connect with us at 480.626.0909!

Wishing the happiest birthday to our Founder & President, Caitlyn Salloum. Your warmth, generosity, and light make every...
04/16/2026

Wishing the happiest birthday to our Founder & President, Caitlyn Salloum. Your warmth, generosity, and light make every day brighter. We're so lucky to celebrate you!

Happy Birthday, Rachel! Your hard work, positivity, and dedication make such a difference every day. Wishing you a year ...
03/28/2026

Happy Birthday, Rachel! Your hard work, positivity, and dedication make such a difference every day. Wishing you a year filled with success and joy!

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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