Imagine Having the Financial Freedom to

ENJOY MORE.

WORRY LESS.

FOCUSED
ADVICE

FINANCIAL
PLANNING

WEALTH
MANAGEMENT

Let Us Help Build A Financial Plan You Can Feel Good About.

At Frazie Wealth Management, we help select individuals in the retirement redzone, entrepreneurs and professional practitioners by solving the five major wealth challenges facing affluent families such as tax reduction planning, maintaining a successful lifestyle in retirement, and transferring wealth in the most efficient and tax advantageous way.

Our goal is simple – to provide advice and strategies that aligns the money you have with the life you want to lead.

A FULL RANGE OF SERVICES

TO MEET YOUR FINANCIAL NEEDS

We offer a wide range of services that cover all aspects of your financial needs through every stage of your retirement. You can count on us to provide a full suite of services for financial-related events and issues you encounter.

INVESTMENT PORTFOLIO MANAGEMENT

TAX
REDUCTION PLANNING

RETIREMENT LIFESTYLE & INCOME PLANNING

FAMILY LEGACY
& ESTATE PLANNING

KNOWLEDGE IS POWER

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