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
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.