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Jeff Bradley

Frazie Wealth Management

I have spent most of my adult life learning and mastering all aspects of finance and the use of money for what it is…a tool! Most people think that money or wealth is the end result, the final destination. But I’ve learned that money, or the use of money, is the tool or the vehicle that, if used correctly, gets you to your destination. What is this final destination? Financial Freedom! The most gratifying accomplishment that I can obtain is not wealth or status, but the affirmation that I have helped provide a client or customer the knowledge or strategy to reach a goal of financial independence. Whether it is the American dream of a first home, the first semester of graduate school, or the knowledge that, “yes, I can retire,”; that is the key to my success and the driving force behind all we do at FWM.

Anyone who has ever been part of a team knows that the most fundamental building blocks of a winner are dedication, hard work, respect, and trust.  We use these same principles while striving to create solutions for the financial issues and pressures that we all face. We cherish the responsibility and thrive on the confidence we’ve been given by our clients. It’s our job and our joy to guide them through the twists and turns of their journey and help obtain their destination.


Securities offered through Cambridge Investment Research,Inc. Broker Dealer, member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors,Inc. A Registered Investment Adviser. Frazie Wealth Management operates independently of Cambridge.

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