Business Details
Your Trusted Partner for Financial Planning Solutions
At Frazie Wealth Management, we specialize in simplifying financial planning for individuals and entrepreneurs, focusing on retirement strategies, tax reduction, family protection, and estate planning. Our team of specialists collaborates to create personalized plans that align with clients' evolving goals, ensuring clarity and confidence in financial decisions. With a commitment to transparency and no hidden fees, we prioritize client needs through a four-step process: discovery, planning, execution, and ongoing support.Our holistic approach integrates investment management, retirement income planning, and tax optimization, supported by educational resources to enhance financial literacy. Headquartered in Portsmouth, Ohio, we serve clients nationwide with a team-driven philosophy that ensures continuous portfolio oversight and goal alignment.
Services
Retirement Planning
Tax Reduction Strategies
Family Protection
Estate Planning
Investment Advisory
Highlights and features
- We offer personalized retirement plans aligned with your unique goals and risk preferences.
- Our team-driven approach ensures continuous portfolio oversight and goal alignment.
- Specialize in tax reduction strategies across income, investment, and estate taxes.
- Provide family protection plans addressing catastrophic risks like disability or long-term care.
- Integrate estate planning to minimize taxes and ensure seamless wealth transfer.
Services
Retirement Planning
Our retirement planning services design customized strategies to align investments with your desired lifestyle and risk tolerance. We address income sustainability, portfolio management, and Social Security optimization to ensure financial stability. Ongoing guidance allows adjustments as life circumstances evolve, supporting long-term goals like education funding or legacy planning.
Tax Reduction Strategies
We develop tailored tax reduction plans targeting income, capital gains, and estate taxes. By integrating tax-efficient methods into your financial strategy, we aim to preserve wealth and minimize liabilities. Services include business tax planning, estate tax mitigation, and capital gains management aligned with long-term objectives.
Family Protection
Family protection services safeguard against financial risks from catastrophic events like disability or long-term care needs. We create personalized insurance and asset protection plans to secure your family's stability. Strategies address income replacement, healthcare costs, and asset preservation during unexpected circumstances.
Estate Planning
Estate planning ensures efficient wealth transfer while minimizing taxes and probate complexities. We design trusts, gifting strategies, and asset preservation plans tailored to your values. Our approach safeguards assets, reduces administrative burdens, and aligns with your legacy goals for future generations.
Investment Advisory
Investment advisory services focus on growing and preserving wealth through diversified portfolios. We align strategies with retirement income needs, risk preferences, and market conditions. Regular reviews ensure investments remain aligned with evolving goals, providing sustainable income throughout retirement.
People
Jeremy Frazie
Founder & CEO
Jeremy Frazie, a lifelong Ohio resident, leads with gratitude and expertise in financial planning. He specializes in retirement strategies and wealth management, focusing on client-centric solutions that align with long-term goals.
Nate Frazie
Wealth Manager
Nate Frazie brings a grounded perspective to wealth management, helping clients navigate retirement planning and investment strategies. His approach emphasizes clarity and personalized guidance for sustainable financial success.
Erika Frazie
Business Ops./Office Manager
Erika Frazie oversees business operations, ensuring seamless client experiences. Her organizational expertise supports the team's efficiency and client-focused service delivery across all financial planning processes.
Carrie Roe
Relationship Manager
Carrie Roe manages client onboarding and relationships, prioritizing clear communication and tailored financial solutions. Her focus ensures clients feel supported throughout their wealth management journey.
Darius Jordan
Associate Advisor
Darius Jordan provides advisor support with a dedication to client education and financial literacy. His role involves assisting in the development of comprehensive retirement and investment strategies.
Questions
What retirement planning services do you offer?
We provide investment portfolio management, retirement income planning, and Social Security optimization tailored to your lifestyle goals and risk tolerance.
How do you personalize financial strategies?
We conduct a discovery call to understand your unique goals, then develop a customized plan integrating tax reduction, family protection, and estate planning.
Can you help with tax reduction strategies?
Yes, we specialize in minimizing tax liabilities across income, capital gains, and estate taxes through personalized optimization techniques.
What is included in family protection planning?
We address risks like disability or long-term care through insurance reviews, asset protection, and income replacement strategies tailored to your family's needs.
Do you offer estate planning services?
Yes, we design estate plans to minimize taxes, avoid probate, and ensure efficient wealth transfer aligned with your legacy goals.
How does your four-step process work?
Our process includes a discovery call, personalized plan development, execution with ongoing support, and regular reviews to adapt to life changes.
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