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Financial Peace of Mind

Take command of your wealth. At Speight Asset Management, LLC., we specialize in helping successful professionals and retirees secure their financial future. With over 35 years of industry experience, we are dedicated to simplifying the complexities of your financial life.

From portfolio management and financial planning to risk management and more, we focus our expertise on promoting your continued success. Above all, we make it our mission to bring clarity to your financial situation and build confidence in your future.

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Who We Are

As an independent, fee-only firm, your most valued interests drive our process.

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How We Help

Keeping relationships at the heart of our firm, we deliver the highest level of client service.

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What We Do

Across a spectrum of solutions, we strive to help you achieve your goals.

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The Rule of 72

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Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

Social Security: Maximizing Benefits

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Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

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Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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A Fruitful Retirement: Social Security Benefit

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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