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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 30 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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Helpful Content

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

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Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Surprises

Making the most of surprises is a great reason to work with us.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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