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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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
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Glossary of Scam Terms
A helpful glossary of current scams.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?