Speight Asset Management

Speight Asset Management, LLC. is a dedicated financial services firm that specializes in helping successful professionals and retirees secure their financial future. With over 30 years of industry experience, our team is committed to simplifying the complexities of your financial life. We prioritize our clients' best interests, fostering a relationship-driven approach to deliver the highest level of client service.

Our Commitment

As an independent, fee-only firm, we pride ourselves on our objectivity and commitment to serving our clients' most valued interests. Our goal is to build confidence in your future by providing clarity in your financial situation. We accomplish this by offering personalized solutions tailored to help you achieve your most important financial goals.

Why Work With Us

We understand that every client is unique, and we strive to meet your specific needs and objectives. By fostering strong, long-lasting relationships, we are able to deliver a tailored and comprehensive approach to wealth management. Our services include portfolio management, financial planning, risk management, and more, ensuring we can address all aspects of your financial life.

How We Help

Our client-centered approach is the foundation of our firm, and we are dedicated to understanding your individual situation, values, and aspirations. This understanding allows us to create and implement customized strategies designed to help you achieve your financial and life goals.

Our Team

Our experienced team of professionals brings a diverse range of skills, knowledge, and insights to serve our clients. We are committed to staying current with market trends, investment strategies, and regulatory changes, ensuring we can provide educated guidance and informed recommendations. We believe that our collective expertise sets us apart and enables us to deliver exceptional service and results.

What We Do

At Speight Asset Management, LLC., we provide a wide array of services tailored to your needs and objectives.

• Portfolio Management: We offer comprehensive portfolio management services designed to help you grow and preserve your wealth. Our strategies are tailored to your unique goals, risk tolerance, and time horizon, ensuring your investments are working hard for you.

• Financial Planning: Our team of experts helps you navigate the complexities of financial planning by assessing your current financial situation and creating a customized plan to achieve your short-term and long-term goals.

• Risk Management: We work closely with you to identify potential risks and create a strategy to manage and mitigate those risks, protecting your wealth and providing you with peace of mind.

• Strategies: Our solutions are designed to help you achieve your most valued goals. This includes addressing tax implications, retirement planning, estate planning, education funding, and charitable giving, among others.

Working with Speight Asset Management, LLC., means you have a dedicated partner committed to helping you secure your financial future. Let us help you simplify the complexities of your financial life and build confidence in your future.