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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 for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

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.

 

How Will Working Affect Social Security Benefits?

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

Glossary of Scam Terms

A helpful glossary of current scams.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

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Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Should I Buy or Lease an Auto?

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

Bi-Weekly Mortgage Payments

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

Lifetime of Earnings

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

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

College Savings

See how much you may need to save now to cover future college costs for your child.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Surprise! You’ve Got Money!

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

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 Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

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