A complete list of active advisors currently associated with Frazier Wealth Management

Warmer can help you find a great advisor at Frazier Wealth Management or one who fits your needs even better.

Frazier Wealth Management serves individuals, high-net-worth individuals, businesses, foundations, charitable organizations, and trusts, providing wealth management, investment advisory, and both comprehensive and limited-scope financial planning. The firm also offers tax-preparation services through the principal’s separate Enrolled Agent practice and the principal maintains individual insurance licenses for personal insurance sales. The firm combines fundamental and technical analysis to construct portfolios that emphasize long-term holdings while permitting short-term trades, option strategies and occasional short sales when opportunities arise. Accounts are managed on a non-discretionary basis; the advisor consults with clients before executing trades and allows clients to place reasonable investment restrictions. Notably, Frazier Wealth Management operates at a very small scale — managing roughly $1.07 million across a handful of client relationships — and reports that all regulatory assets are managed non-discretionarily, which is uncommon among peers. The principal holds CFP and Enrolled Agent credentials, operates a tax-preparation practice, may receive personal compensation for insurance sales, and the brochure discloses the principal has been the subject of a bankruptcy proceeding.

To learn more about the advisors currently working at Frazier Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.