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Enjoy More. Worry Less.

We help qualified individuals and entrepreneurs plan for a comfortable retirement to leave a lasting legacy.

Request a discovery call to see if we’re the right partner for you.

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LET'S FACE IT, IT ISN'T EASY

You’ve worked hard your entire life, ​but you still wonder...

  • Am I gonna be OK when I retire?
  • When should I start taking Social Security?
  • Is my portfolio too risky?
  • How can I pay less taxes?​​
  • ​​Can I afford that big trip I’ve been dreaming about?

Your financial future shouldn’t be left to chance.  Request a 15 min discovery call to see if we can help.

Request A Discovery Call

We'll have a quick 15 min call to see if we can help with your specific situation.
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  • We value and respect your privacy.

Life has enough challenges.

STRESS ABOUT MONEY SHOULD NOT BE ONE OF THEM.

Spending Through Retirement

We work, plan and save to live. So life should be stress-free and enjoyable in retirement.

Lifetime Income Strategies

From planning for growth to protection of wealth, we help you with a strategy to never outlive your retirement income.

Leave A Lasting Legacy

Our clients want to have an impact on those they love. We help you leave a legacy you can be proud of.

Gain The Freedom In Retirement You’ve Been After

We believe you deserve to create the income, plan and legacy your hard work, discipline and sacrifice has earned you.
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How it works

4 Easy Steps To A More Worry Free Retirement

After years of helping hardworking families just like you, we have created, refined and implemented a simple 4-step process to help you worry less and enjoy life more in retirement.  Here they are:

1.

Discovery Call

Find out whether we’re a fit. This no-obligation meeting helps us learn about you, who else is important to your planning, your financial status, and your retirement goals.

2.

Develop A Plan

After meeting you and learning about your unique situation, we develop and recommend one-of-a-kind financial planning.

3.

Execute Plan

We simplify your financial life as we execute the plan we've developed and refined together. And as your partner, we're always a phone call away when you need us.

4.

Enjoy Retirement

Let us sweat the details while you enjoy your life. This is what all those years of hard work and sacrifice were for...you've earned it.
Your Next step

Get Started Today

Get custom financial planning for a transparent price and never have to worry about being pitched life insurance or annuity products.

Refreshing, right? At Frazie Wealth, you’re in control.

After a brief discovery call, you decide if we’re a good fit. If you choose to move forward, we’ll help you create an actionable plan for your perfect retirement. The way we see it, you deserve to retire on your terms without confusing pricing or sales pitches.
REQUEST A DISCOVERY CALL
Our Services

The 4 Cornerstones Of A Holistic Wealth Strategy

Our holistic wealth strategy enables you to organize and manage your personal wealth so that all the pieces of your wealth puzzle harmoniously work together with one simple goal: to provide advice and strategies that align the money you have with the life you want to live and the legacy you want to leave.

Retirement & Investment Advisory

Investment Portfolio Management
  • Retirement Planning
  • Retirement Lifestyle & Income Planning
  • Education Planning
  • Employee Benefits Analysis & Pension Advice

Tax Reduction Strategies

Tax Optimization Strategies on:
  • Business Income
  • Income Taxes
  • Investment Capital Gains
  • Estate Taxes

Family Protection

Protection against Catastrophic Losses such as:
  • Death
  • Disability
  • Long Term Care
  • Extended Illnesses

Estate & Legacy Planning

Maximization of Wealth Transfer to Heirs
  • Minimize Estate Taxation
  • Probate Avoidance
  • Asset Protection
Our Incredible partners

Trusted Financial Partners

We are a financial services firm specializing in providing holistic wealth strategies. We have no ties to proprietary products or companies. We help protect our client's best interest by clearly separating custodian, advising and oversight duties. These independent entities are responsible for fulfilling different obligations to our clients.
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John Halterman

Certified Wealth Strategist

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Carl McClurg

Wealth Manager

Financial Updates, Tips & Info

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Be the first to know about things that could affect your retirement, peace of mind and legacy.
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We specialize in working with a select group of Entrepreneurs, Professional Practitioners and Individuals in the Retirement Redzone.
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Disclosures
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC . Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Frazie Wealth Management and Cambridge are not affiliated. This website is limited for those residing in DC, DE, FL, MD, NC, OH, PA, SC, TN, TX, VA, and WV.

Cambridge does not offer tax or legal advice.
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