Frazie Wealth Management

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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.

šŸŒ€Estate planning starts with understanding the basics. Swipe through to learn about wills, trusts, and other key element...
10/27/2026

šŸŒ€Estate planning starts with understanding the basics. Swipe through to learn about wills, trusts, and other key elements. Download our guide for a complete overview.

šŸ“„ Get the guide here https://monkeylink.co/5db3d3

At Frazie Wealth Management, we’re here to help you align your finances with what matters most. Schedule your discovery ...
10/26/2026

At Frazie Wealth Management, we’re here to help you align your finances with what matters most. Schedule your discovery call today by visiting https://monkeylink.co/9987d7

We don’t just manage wealth; we build relationships. Frazie Wealth Management is dedicated to understanding what matters...
10/25/2026

We don’t just manage wealth; we build relationships. Frazie Wealth Management is dedicated to understanding what matters most to you and crafting financial strategies that reflect your vision.

Retirement is more than a milestone—it’s a time to explore what truly matters to you. Whether it’s traveling, picking up...
10/24/2026

Retirement is more than a milestone—it’s a time to explore what truly matters to you. Whether it’s traveling, picking up a hobby, or simply spending more time with family, we want to hear your plans! Share your answer in the comments below.

10/23/2026

Consider gifting appreciated assets like stocks to charitable organizations, which may provide tax advantages depending on your individual circumstances.

āœ… True or False: A revocable trust can help avoid probate. Answer below, then download our guide to learn how trusts mig...
10/22/2026

āœ… True or False: A revocable trust can help avoid probate. Answer below, then download our guide to learn how trusts might fit into your estate plan.

šŸ“„ Get the guide here https://monkeylink.co/5db3d3

10/21/2026

Nate has been part of the Frazie Wealth Management team since December 2021. With over a decade working in the trades for a local telephone company, he saw how often financial planning felt out of reach for hardworking families simply because financial education wasn’t easy to access. That perspective continues to shape how he works with clients today.

As a Wealth Manager, Nate focuses on helping clients sort through financial decisions in a clear, practical way and building strategies that align with their goals. Outside of work, you’ll usually find him with his wife, Janelle, and their three boys, spending weekends at sports fields, hiking, traveling, or playing wiffle ball at home.

Learn more about Nate at: https://fraziewealthmgmt.com/team/nate-frazie


Fixed insurance offered through various, independent insurance companies.

10/21/2026

😰With so much misinformation out there about government-run programs, such as Social Security, we thought it would be important to provide you with a helpful resource so that you can better understand all the guidelines and timelines that come with it: https://lp.fraziewealthmgmt.com/maximize-social-security

We highly encourage you to get with your financial team as soon as possible, so that you can proactively plan, analyze future needs, and stress-test possible scenarios. If you don’t currently have a financial team, consider setting up a complimentary consultation with us, so that we can help keep track of your changing retirement issues, analyze how Social Security works within your specific situation, and help develop personalized recommendations designed to help you best leverage this government-run program in light of your overall financial goals: https://fraziewealthmgmt.com/schedule

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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