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.

Make informed decisions with insights delivered monthly. Subscribe to our newsletter at https://monkeylink.co/718f82 for...
07/20/2026

Make informed decisions with insights delivered monthly. Subscribe to our newsletter at https://monkeylink.co/718f82 for thoughtful updates on financial planning, tax strategies, and retirement advisory.

07/17/2026

Review your will or trust documents regularly to ensure they reflect your current wishes.

✅ True or False: An annuity can provide a steady income stream throughout retirement. Answer below, then download our gu...
07/16/2026

✅ True or False: An annuity can provide a steady income stream throughout retirement. Answer below, then download our guide to see how annuities might fit into your retirement plan.

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07/15/2026

Ryan is one of the friendly faces at Frazie Wealth Management. He joined the team in the summer of 2024 after 17 years in education as a high school math teacher and school principal. That experience shaped his people-first approach, built on clear communication, discipline, and trust.

Ryan lives in Wheelersburg, Ohio, with his wife Jessica and their three kids. When he’s not cheering from the sidelines, he’s usually golfing or playing pickleball.

Learn more about Ryan at: https://fraziewealthmgmt.com/team/ryan-mcgraw


Fixed insurance offered through various, independent insurance companies.

Planning to retire? You may need more than Social Security alone. Annuities are one way to cover essential expenses. Dow...
07/14/2026

Planning to retire? You may need more than Social Security alone. Annuities are one way to cover essential expenses. Download our "Ace in the Deck" guide for insights into how they can support your retirement income.

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Financial planning doesn’t have to feel overwhelming. Let’s simplify the process together. Book your discovery call toda...
07/13/2026

Financial planning doesn’t have to feel overwhelming. Let’s simplify the process together. Book your discovery call today by visiting https://monkeylink.co/9987d7

Your financial strategy should include a plan for tax efficiency. Discover how our Tax Reduction Strategies can potentia...
07/12/2026

Your financial strategy should include a plan for tax efficiency. Discover how our Tax Reduction Strategies can potentially help align your resources with your goals. Visit https://monkeylink.co/403ec3 to learn more.

Smart budgeting is the foundation of financial growth. Do you have a tip, trick, or habit that keeps you on track? Share...
07/11/2026

Smart budgeting is the foundation of financial growth. Do you have a tip, trick, or habit that keeps you on track? Share it in the comments and let’s learn from each other.

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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