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About StrongHold Wealth Partners

The Company

At StrongHold Wealth Partners, we look at retirement strategies differently. We help fortify your finances with insurance products and strategies designed to help you retire properly and feel confident in the legacy that you have built. Fortifying your legacy is personal to us. We are a competitive, innovative, forward-thinking firm balanced with integrity and the need to always do what’s right. Each of our clients has different dreams, goals, and retirement needs. We personalize our services to help you not only meet, but also to exceed your retirement goals.

The Founders

 Jason Stock, Co-founder

After recognizing some of the disadvantages of being confined to a massive financial firm, Jason wanted access to the best financial and retirement tools and the companies that were the best at what they did. “No single company is the best at everything. I needed to be able to cherry-pick a specific area where a particular company excels and use them for that purpose in my clients’ portfolios.”

Jason graduated in Finance from the W.P. Carey School of Business at Arizona State University and has often been consulted on various retirement and investment strategies by others in the industry. He is a big advocate of continuing education and surrounding himself with other successful people in the business and nationally recognized influencers. “I knew from the first day I got into the business that I needed to work my way into the circles of the best because that is who I wanted to be and learn from. I would not be where I am today without the mentorship received from those men and women in the beginning of my career and still to this day.”

Jason believes strongly that being a great insurance and financial professional is more than designing the right strategy, it’s about establishing lasting relationships with each client because the financial needs of most people change with life. “My clients know that I pride myself on honesty, integrity, trust, education and ALWAYS doing what’s best for them. My commitment is to my clients and their success; always has been and always will be.”

He and his 3 energetic, wonderful boys reside in Gilbert, Arizona. He enjoys golfing, weight training, traveling and spending time with his boys.

Blake Essary, Co-founder

Blake helps his clients achieve their goals by focusing on tax strategies, insurance and annuities, and helping them create a personalized roadmap for their retirement. He recognizes that no two clients are ever alike, and that understanding the individual situation and goals of every client is key to creating a financial roadmap that is unique to each one’s situation, goals, and dreams. Blake has co-founded StrongHold Capital Partners, an independent Registered Investment Advisor firm in Scottsdale, AZ in order to have access to expanded resources in the industry for his clients and their unique needs. He believes that, paramount to everything else, honesty, integrity, and always putting the client first are the keys to his success.

Prior to entering the financial services industry, Blake developed his passion for helping individuals as a Registered Nurse with over 10 years of experience in the medical field. Most of that time was spent in the Intensive Care Unit and Emergency Services. “My love of helping people was absolutely established while working as a Registered Nurse. I used to help people with their physical health, and now I get to help people with their financial health.”

He also developed his love of teaching while working in the medical field. “As a Registered Nurse, a very large and important part of the role is focused on patient education. Education is just as crucial in the financial sector. I have loved partnering with non-profit organizations because it has allowed me to continue my love of teaching and provided a great platform to communicate financial principles to my community.”

Blake is an Arizona native, and is married to his lovely wife Jami. Together, they have 2 children, Rylan and Brynlee. They love to spend time in Arizona’s great outdoors as a family any chance they get. They enjoy such activities as hiking, camping, fishing, kayaking, or just hitting a dirt road for a drive in their Jeep.

Schedule a No Cost, No Obligation Appointment

Contact StrongHold Wealth Partners:

admin@strongholdpartners.com

7150 E Camelback Road Suite 444
Scottsdale, AZ 85251

Phone:

480-992-9240

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By responding, you may be contacted by a licensed financial professional regarding insurance products.

Our firm and our representatives offer insurance and annuity products and services. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state. Insurance products involve fees and charges, including possible surrender penalties. Life insurance generally requires medical and often financial underwriting to qualify. Annuity withdrawals are taxed as ordinary income and a potential 10% IRS penalty if taken before age 59-1/2.

The information provided is for informational purposes only. It should not be construed as a recommendation of any kind. Please consult an appropriately licensed financial professional regarding your own situation. Consult with a tax advisor or attorney regarding specific tax or legal advice. Stronghold Wealth Partners is not affiliated with, or endorsed by, the Social Security Administration or any other federal agency.

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