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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