Frazier Wealth Management
Frazier Wealth Management offers Insurance, Investment Management, and Financial Planning services. It is your responsibility to protect YOUR family.
But, it is OUR business. Together We Reach The Goal. Now is the time to build a financial game plan. We believe our continued success depends on our ability to build strong and long-lasting relationships with our clients. We develop strategies for our individual and corporate clients that help meet their unique needs. We strive to provide investment and risk management consulting services in partn
Being healthy may help your personal finances.
Putting a Price Tag On Your Health Being healthy not only makes you feel good, it may also help you financially.
Consider preparing for 30 years in retirement. Are your assets ready?
Potential Income from an IRA Estimate your monthly and annual income from various IRA types.
Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use your car for business? Make sure you're on the same page as your insurance carrier.
When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
How Income Taxes Work A quick look at how federal income taxes work.
Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:
Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. Will we see a change in December?
Monthly Market Insights | December 2022 Monthly Market Insights | December 2022 U.S. Markets Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. The Dow Jones Industrial Average gained 5.67 percent, while the Standard & Poor’s 500 Index picked up 5.38 percent. The tech-heavy Nasda...
What will your family do if you can't earn an income? Here are steps you can take today.
Disability Income This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:
The Basics of Medicare Learn all about Medicare basics in this informative and insightful article.
The average college senior graduates with credit card debt. How will your kids manage money?
Do Your Kids Know The Value of a Silver Spoon? You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
What did it take to become the richest man in Babylon?
The Richest Man in Babylon In good times and bad, consistently saving a percentage of your income is a sound financial practice.
For many, retirement starts a new phase of life. Are you getting prepared for your new phase?
Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.
Extended care refers to services needed by those who have a chronic illness or disability.
Understanding Extended Care Understanding the types of extended care services—and what those services could cost—may be critical.
A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?
Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio.
A disability could keep you from work and increase costs. How can you protect yourself?
Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Marginal tax bracket and holding period affect capital gains taxes. Learn more.
Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.
Increase and motivate your with these five simple and inexpensive ideas.
Creative Ways to Motivate Your Employees Five creative (and inexpensive) ideas for motivating your employees.
Can group and private disability policies work together?
Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
Understanding Marginal Income Tax Brackets An inside look at how marginal income tax brackets work.
What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.
Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.
Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors.
What every parent needs to know about insuring his or her .
Buying Auto Insurance For Teen Drivers Tips on insuring your teen driver.
You won’t believe what these taxpayers tried to get away with.
Tax Deductions You Won't Believe Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Do you know the risk factors that can lead to cognitive decline?
Avoiding Cognitive Decline Try these activities to keep your brain sharp.
Your may impact what you pay for auto and home .
Does Your Credit Score Affect Your Insurance Rates? Your credit score may influence how much you pay for auto and home insurance.
Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.
Bull & Bear Markets: A Timeline This helpful infographic will define bull and bear markets, as well as give a historical overview.
Working in Retirement: New trend or same old story?
Where Will Your Retirement Money Come From? Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Is your household's inflation rate higher than the national average?
Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.
Mortgage lenders consider many personal factors when deciding whether you can afford a home.
How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.
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Our Story
It is your responsibility to protect YOUR family. But, it is OUR business.
Now is the time to build a financial game plan.
We believe our continued success depends on our ability to build strong and long-lasting relationships with our clients.
We develop strategies for our individual and corporate clients that help meet their unique needs.
We strive to provide investment and risk management consulting services in partnership with the investor, working together to help construct the very best strategy for their circumstances.
Disclosure: Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Frazier Wealth Management and Securities America are separate entities.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third party posts found on this profile do not reflect the views of Securities America and have not been reviewed by Securities America as to accuracy or completeness.
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Address
4020 NE Fremont Street , Suite B
Portland, OR
97212
Opening Hours
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 3:30pm |