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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 30 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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Life and Death of a Twenty Dollar Bill

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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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The ABC’s of Auto Insurance

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To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Bursting the Bubble

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Rightsizing for Retirement

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Emerging Market Opportunities

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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