Imagine Having the
Financial Freedom to

ENJOY MORE.
WORRY LESS.

FOCUSED
ADVICE

FINANCIAL

PLANNING

WEALTH

MANAGEMENT

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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

Explore current trending topics, download free financial guides,  register for upcoming educational events, and stay up to date with new happenings at FWM.

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