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/

--

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.

✅ True or False: Not naming a beneficiary on your retirement accounts may result in potential complications for your hei...
05/28/2026

✅ True or False: Not naming a beneficiary on your retirement accounts may result in potential complications for your heirs. Answer below, then download our guide to learn how to avoid these pitfalls.

📥 Get the guide here https://monkeylink.co/56f5eb

Designating beneficiaries is a key step in financial planning. Whether for retirement accounts or trusts, ensure your wi...
05/26/2026

Designating beneficiaries is a key step in financial planning. Whether for retirement accounts or trusts, ensure your wishes are reflected. Download our complimentary guide today to learn more!

📥 Download here https://monkeylink.co/56f5eb

No two financial journeys are alike. Book a discovery call with us and let’s discuss a plan that fits your unique needs....
05/25/2026

No two financial journeys are alike. Book a discovery call with us and let’s discuss a plan that fits your unique needs. Visit https://monkeylink.co/edda62 to schedule today.

Let's take a moment to honor those who gave their lives for our freedom. 🇺🇸
05/25/2026

Let's take a moment to honor those who gave their lives for our freedom. 🇺🇸

At Frazie Wealth Management, we look at the whole picture—your goals, your family, your future. Together, we’ll design a...
05/24/2026

At Frazie Wealth Management, we look at the whole picture—your goals, your family, your future. Together, we’ll design a plan tailored to your life’s unique journey.

Retirement is more than a milestone—it’s a time to explore what truly matters to you. Whether it’s traveling, picking up...
05/23/2026

Retirement is more than a milestone—it’s a time to explore what truly matters to you. Whether it’s traveling, picking up a hobby, or simply spending more time with family, we want to hear your plans! Share your answer in the comments below.

05/22/2026

Stay on track by finding an accountability partner for your financial goals. Share progress and stay committed.

🤔 What’s your top priority when designating beneficiaries? Vote below, and download our guide to explore strategies for ...
05/21/2026

🤔 What’s your top priority when designating beneficiaries? Vote below, and download our guide to explore strategies for keeping your plans up to date.

📥 Download here https://monkeylink.co/56f5eb

05/20/2026

Breydan is part of the Frazie Wealth Management team as an Associate Advisor. He lives in Scioto County with his wife, Morgan, and their two kids, Luca and Mia, and family time is a big part of his life. Breydan is a Shawnee State University graduate with a degree in Business Management, and he brings a relationship-focused approach to supporting the families we serve.

When he’s not at work, you can find Breydan golfing, fishing, tackling a CrossFit workout, or keeping up with the latest games as a dedicated sports fan.

Learn more about Breydan at: https://fraziewealthmgmt.com/team/breydan-tilley


Fixed insurance offered through various, independent insurance companies.

Address

701 Chillicothe Street
Portsmouth, OH
45662

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Alerts

Be the first to know and let us send you an email when Frazie Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Frazie Wealth Management:

Share