Frazie Wealth Management

Frazie Wealth Management Frazie Wealth Management, Inc. is a wealth services firm in Portsmouth, Ohio. Investing involves risk of loss.

is a wealth services firm that focuses on managing and organizing the financial affairs of select families in Portsmouth OH and surrounding areas. Frazie Wealth Management is owned by Jeremy Frazie, a professional in the field of retirement solutions and holistic wealth management since 2007. Jeremy stresses that building financial independence involves more than just contributing to a retirement

account. During the second half of their lives, he understands that his clients are looking at a much more complex set of financial worries. They're now faced with complicated issues such as having a retirement income they can't outlive, navigating complex tax laws, saving for their grandchildren's education, and leaving a financial legacy behind. By focusing on his 10 Building Blocks to Financial Independence, Jeremy is able to provide each client with a financial blueprint to achieving their desired lifestyle, allowing them to spend this well-deserved time in their lives focused on the things that are most important. To learn more about Frazie Wealth Management and Jeremy Frazie, please visit https://www.fraziewealthmgmt.com/

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Cambridge does not offer tax or legal advice. 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.

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Address

701 Chillicothe Street
Portsmouth, OH
45662

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

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