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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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Helpful Content

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

 

New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

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Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

9 Facts About Social Security

There are things about Social Security that might surprise you.

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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

How Can I Save a Million Dollars?

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

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Find out how large your emergency fund should be based on your monthly expenses.

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Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Estimate Your RMD

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

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

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