is a wealth services firm whose advisors focus on managing and organizing the financial affairs of select families in Portsmouth, OH, Ashland, KY, and surrounding areas. Nate Frazie is a Financial Advisor at Frazie Wealth Management in Portsmouth, Ohio. He has been a professional in the field of retirement solutions and holistic wealth management since 2020. Nate believes no two financial journeys
are the same and is passionate about creating personalized financial strategies that reflect each client's unique goals, lifestyle, and concerns. He offers a holistic approach to financial freedom, guided by four key cornerstones:
• Retirement Planning & Portfolio Management
• Tax Mitigation Strategies
• Family Protection
• Estate Coordination
Nate lives in Minford, Ohio, with his wife, Janelle, and his three sons, Carter, Colton, and Cody. He values faith, family, and helping others gain confidence in their financial future. Let’s build your custom plan:
(740) 354-9585
[email protected]
Cambridge does not offer tax or legal advice. Investing involves risk of loss. Diversification and asset allocation strategies do not assure profit or protect against loss. Securities offered through Cambridge Investment Research, Broker Dealer, member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Frazie Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of CA, TN, FL, KY, NC, OH, OR, PA, SC, TN, WA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
