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 28 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.Contact Us
Who We Are
As an independent, fee-only firm, your most valued interests drive our process.Learn More
How We Help
Keeping relationships at the heart of our firm, we deliver the highest level of client service.Learn More
What We Do
Across a spectrum of solutions, we strive to help you achieve your goals.Learn More
Download The SECURE Act: What Does it Mean for You? Ebook!
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
An overview of some fundamental steps when a loved one passes.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
One of the most common questions people ask about Social Security is when they should start taking benefits.
It sounds simple, but paying yourself first can really pay off.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn about what risk tolerance really means in this helpful and insightful video.
Check out this video to begin separating fact from fiction.
There’s an alarming difference between perception and reality for current and future retirees.
Savvy investors take the time to separate emotion from fact.
A special needs trust helps care for a special needs child when you’re gone.
Around the country, attitudes about retirement are shifting.