Meet Our Team

Why We Use a Team Approach

We believe one advisor alone cannot stay in touch with the markets, advise you on your investments, communicate with you, and at the same time handle all other client responsibilities. When you work with our firm, you work with our entire team of coordinated specialists who work together to advise you on your customized wealth strategy. Our diverse team of financial specialists enables us to think with different viewpoints and make sure we have looked at every opportunity possible for you.

With our coordinated team approach, one advisor is always watching your portfolio, another keeping you on track with your financial goals, and a team member calling you to check-up on your current situation.


Frazie Wealth Management gives you talented people to work with who are passionate about their area of your financial situation. Why have just one advisor when you can work our entire team of specialists?

Jeremy Frazie
Wealth Manager
Erika Frazie
Office Manager
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Wealth Advisor Partners

John Halterman
Certified Wealth Strategist
Carl McClurg
Wealth Manager
Brian Smith
Founder, Global Financial Partners
Bryan Masten
Financial Advisor
Riley Smith
Assistant to the Strategic Wealth Director
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701 Chillicothe Street
Portsmouth, OH 45662
Phone: (740) 354-9585
Toll Free: (855) 354-9585

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.

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©2018 | Frazie Wealth Management