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.

Updating your beneficiary designations is a simple step that can save your loved ones time and money. Learn how to stay ...
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Updating your beneficiary designations is a simple step that can save your loved ones time and money. Learn how to stay current with your plans. Download our complimentary guide today!

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Say hello to Ryan McGraw, Wealth Manager at Frazie Wealth Management! After 17 years in education as a teacher and princ...
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Say hello to Ryan McGraw, Wealth Manager at Frazie Wealth Management! After 17 years in education as a teacher and principal, Ryan transitioned into financial advising with the same passion for teaching, relationship-building, and helping others succeed.

Grounded in his core values of discipline and trust, Ryan works closely with clients to help them navigate the financial decisions that matter most, always with a focus on communication and individualized planning. Outside of work, Ryan enjoys staying active by supporting his kids' sports, golfing, and playing pickleball with his wife.

Keeping your beneficiary designations current is crucial for avoiding confusion and ensuring your wishes are carried out...
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Keeping your beneficiary designations current is crucial for avoiding confusion and ensuring your wishes are carried out. Swipe through to learn more about this essential step. Download our guide for the full details.

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Your financial future deserves clarity. Subscribe to our newsletter at https://monkeylink.co/718f82 and receive insights...
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Your financial future deserves clarity. Subscribe to our newsletter at https://monkeylink.co/718f82 and receive insights on retirement planning, tax strategies, and much moreโ€”all tailored to your goals.

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June is National Homeownership Month! Ready to plan your dream home?

๐Ÿ  Review your credit score: A strong score can secure better loan terms.
๐Ÿ  Save for a down payment: Start building your savings for upfront costs.
๐Ÿ  Understand costs: Consider taxes, maintenance, and insurance in your budget.
๐Ÿ  Explore mortgage options: Fixed, adjustable, or FHA loans may suit different needs.
๐Ÿ  Plan for the future: Make sure homeownership fits your long-term goals.

A home is more than a purchaseโ€”itโ€™s an investment in stability!

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Laddering CDs can give you higher interest rates while keeping part of your savings accessible.

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Happy 529 Day! A brighter future starts with thoughtful planning:

๐ŸŽ“ Explore 529 plans: These accounts offer tax advantages for education savings.
๐ŸŽ“ Start early: Even small contributions grow significantly over time.
๐ŸŽ“ Look for state benefits: Some states offer deductions or matching contributions.
๐ŸŽ“ Automate contributions: Simplify savings with regular deposits.
๐ŸŽ“ Know eligible expenses: 529 plans can cover tuition, books, and more.

Every dollar saved is a step closer to educational goals!

โœ… True or False: Not naming a beneficiary on your retirement accounts may result in potential complications for your hei...
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โœ… True or False: Not naming a beneficiary on your retirement accounts may result in potential complications for your heirs. Answer below, then download our guide to learn how to avoid these pitfalls.

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Address

701 Chillicothe Street
Portsmouth, OH
45662

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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