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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How We Help
Keeping relationships at the heart of our firm, we deliver the highest level of client service.
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Helpful Content
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Surprises
Making the most of surprises is a great reason to work with us.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?