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.

Meet Carrie Roe, our Client Relationship Manager since 2018! With 14+ years in financial office management and licenses ...
10/18/2026

Meet Carrie Roe, our Client Relationship Manager since 2018! With 14+ years in financial office management and licenses in life and health insurance across Ohio, Kentucky, and West Virginia, Carrie ensures a seamless experience for every client she works with.

Outside the office, Carrie enjoys spending time with family, traveling, gardening, cooking, and diving into a good book.

10/16/2026

Review your annual financial statements to identify areas where you could reduce fees or expenses next year.

🤔 What’s the most important part of your estate plan? Vote in the comments, then download our guide to learn about the f...
10/15/2026

🤔 What’s the most important part of your estate plan? Vote in the comments, then download our guide to learn about the fundamentals of estate planning.

📥 Download here https://monkeylink.co/5db3d3

🩺 Medicare Open Enrollment is here! From October 15 to December 7, review your current plan and make changes that fit yo...
10/15/2026

🩺 Medicare Open Enrollment is here! From October 15 to December 7, review your current plan and make changes that fit your health and financial needs for the upcoming year.

đź“‹ Tips to Consider:

• Compare plans to ensure you’re getting the best coverage.
• Review prescription drug coverage and check for changes.
• Don’t wait—early decisions help avoid last-minute stress.

Your health deserves the right plan. Take action today!

đź“‹Are you an Ohio business owner or human resources team member looking for help building better 401(k) plans for your em...
10/14/2026

đź“‹Are you an Ohio business owner or human resources team member looking for help building better 401(k) plans for your employees?

If so, Frazie Wealth Management is here to provide you with actionable steps that in the long run will hopefully allow your business to attract and retain top talent.

We specifically specialize in these four pillars of business benefit planning success:

🔹 Analyzing your existing retirement plan for fees, efficiency, and performance.
🔹 Creating SEP IRA, SIMPLE IRA, or 401(k) plans tailored to your company size and goals.
🔹 Meeting 1 on 1 with your employees to better understand their financial goals and educate them on how to plan accordingly.
🔹 Reviewing your plan annually or quarterly to ensure that it's still aligned with your business' and employees’ needs.

📞We wholeheartedly believe that if you invest in your people, they'll invest in you. So, consider scheduling a complimentary consultation with us today: https://fraziewealthmgmt.com/schedule

Congrats Breydan Tilley!
10/14/2026

Congrats Breydan Tilley!

Excited to share that I’ve earned my Accredited Investment Fiduciary® (AIF®) designation!

📚 Did you know? Without a will, your estate may go through court, where a judge decides how your assets are distributed....
10/13/2026

📚 Did you know? Without a will, your estate may go through court, where a judge decides how your assets are distributed. Learn more about essential estate planning documents in our guide.

📥 Download your guide here https://monkeylink.co/5db3d3

Financial planning doesn’t have to feel overwhelming. Let’s simplify the process together. Book your discovery call toda...
10/12/2026

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

Let's take a moment to honor the resilience, culture, and contributions of Indigenous Peoples.
10/12/2026

Let's take a moment to honor the resilience, culture, and contributions of Indigenous Peoples.

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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