Request A Discovery Call

There’s no obligation and no awkward sales pitch.

During a complimentary 30-minute introductory call, we let you talk us through your financial life. As part of the conversation, we’ll explore how we can help you.

If you live in or near Portsmouth, OH we can meet in person either in our office or somewhere convenient for you. Otherwise, we can meet via Zoom video chat.

After the call, if we agree we’re a good fit, you can request to get started immediately or take some time to think about our conversation. Rest easy – there’s no high-pressure sales pitch! If we’re a good fit for one another, both of us will know it.

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We are retirement planning Professionals and do our best work with:

Age 50+

Retirement Redzone: retirement investors age 50+ who are retired or close to it.

$500k+

Diligent savers with investments over $500,000. (Excluding real estate.)

Expert Guidance

People who value expert help because retirement is too important.

See If You Qualify & Request Your Discovery call today!

This is NOT a sales call. The purpose of this call is to ask you a few simple questions and see if we think we can help you. If so, we’ll schedule a 1 hour listening session with Jeremy to answer your questions + determine if there is a potential fit between our expertise and your needs. After that call, you will have one simple question to answer: “Does it make sense for Jeremy and his team to create a Free Retirement Analysis for me?”

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say “yes.”

Not ready to book an appointment? That's OK!

About Jeremy

Jeremy Frazie is founder, owner, and wealth manager at Frazie Wealth Management, a wealth services firm that helps manage and organize the financial affairs of select families in the tri-state area. With over a decade of experience, Jeremy specializes in serving business owners, professionals, and individuals in the Retirement Red Zone, providing a wide range of services to cover every aspect of their financial life through every stage of their retirement. Jeremy is known for his client-centered, relationship-based process that gives his clients the tools and support they need to achieve their goals and overcome obstacles. He is deeply passionate about making an impact on others’ lives and helping them look to the future with confidence. Jeremy graduated from Marshall University, where he played defensive back for the Thundering Herd football team, with a degree in finance, and has both the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant® (PPC®) designations.

When he’s not working, Jeremy enjoys spending time with his wife, Erika, and their two sons, Breydan and Boston. You can often find him visiting the Florida gulf beaches, watching sporting events, golfing, and fostering his love–hate relationship with CrossFit. To learn more about Jeremy, connect with him on LinkedIn.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC . Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Frazie Wealth Management and Cambridge are not affiliated. This website is limited for those residing in DC, DE, FL, MD, NC, OH, PA, SC, TN, TX, VA, and WV.

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