Frazie Wealth Management

Frazie Wealth Management Frazie Wealth Management, Inc. is a wealth services firm in Portsmouth, Ohio. Investing involves risk of loss.

is a wealth services firm that focuses on managing and organizing the financial affairs of select families in Portsmouth OH and surrounding areas. Frazie Wealth Management is owned by Jeremy Frazie, a professional in the field of retirement solutions and holistic wealth management since 2007. Jeremy stresses that building financial independence involves more than just contributing to a retirement

account. During the second half of their lives, he understands that his clients are looking at a much more complex set of financial worries. They're now faced with complicated issues such as having a retirement income they can't outlive, navigating complex tax laws, saving for their grandchildren's education, and leaving a financial legacy behind. By focusing on his 10 Building Blocks to Financial Independence, Jeremy is able to provide each client with a financial blueprint to achieving their desired lifestyle, allowing them to spend this well-deserved time in their lives focused on the things that are most important. To learn more about Frazie Wealth Management and Jeremy Frazie, please visit https://www.fraziewealthmgmt.com/

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Cambridge does not offer tax or legal advice. Diversification and asset allocation strategies do not assure profit or protect against loss. 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. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

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Nate has been part of the Frazie Wealth Management team since December 2021. With over a decade working in the trades for a local telephone company, he saw how often financial planning felt out of reach for hardworking families simply because financial education wasn’t easy to access. That perspective continues to shape how he works with clients today.

As a Wealth Manager, Nate focuses on helping clients sort through financial decisions in a clear, practical way and building strategies that align with their goals. Outside of work, you’ll usually find him with his wife, Janelle, and their three boys, spending weekends at sports fields, hiking, traveling, or playing wiffle ball at home.

Learn more about Nate at: https://fraziewealthmgmt.com/team/nate-frazie


Fixed insurance offered through various, independent insurance companies.

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🤔 How do you prefer to give to charity? Vote in the comments, then download our guide to learn about giving strategies.

📥 Download here https://monkeylink.co/b657b5

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📋Are you an Ohio business owner or human resources team member looking for help building better 401(k) plans for your em...
06/10/2026

📋Are you an Ohio business owner or human resources team member looking for help building better 401(k) plans for your employees?

If so, Frazie Wealth Management is here to provide you with actionable steps that in the long run will hopefully allow your business to attract and retain top talent.

We specifically specialize in these four pillars of business benefit planning success:

🔹 Analyzing your existing retirement plan for fees, efficiency, and performance.
🔹 Creating SEP IRA, SIMPLE IRA, or 401(k) plans tailored to your company size and goals.
🔹 Meeting 1 on 1 with your employees to better understand their financial goals and educate them on how to plan accordingly.
🔹 Reviewing your plan annually or quarterly to ensure that it's still aligned with your business' and employees’ needs.

📞We wholeheartedly believe that if you invest in your people, they'll invest in you. So, consider scheduling a complimentary consultation with us today: https://fraziewealthmgmt.com/schedule

Address

701 Chillicothe Street
Portsmouth, OH
45662

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

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