Fraser Wealth Management

May 2024

Years ago, my wife and I selected Tim to handle our IRA’s, and to guide our much-delayed retirement planning. We made the right choice.After 2 disastrous experiences with commission-based advisors, I’m sure we were not easy clients. Tim addressed our needs very differently. He listened carefully to our specific needs and concerns, and explained in an understandable way the realities of moving from accumulating assets to spending them. He spoke from experience about where the knowns and unknowns were, and how to control them. Most importantly, we were immediately much more comfortable with the whole process.The plan he helped us prepare came at no charge, where...read full review

Dec 2023

Knowledgeable, thorough, and professional, yet completely approachable. Everyone in the office I have met has been trustworthy, and acutally listens to and cares about accomplishing my individual financial goals. Fantastic!

Feb 2022

I highly recommend Tim Fraser and the whole Fraser Wealth Management team for your financial needs.Eight years or so back, we were looking for a financial planner. We had been handling our own retirement accounts with mediocre success, and with retirement on the horizon, we wanted professional guidance. A friend recommended going to a Fraser Wealth Management Social Security Seminar. We were quite impressed with Tim and his team, and learned a lot about Social Security. After a long vetting process, we set up a meeting with Tim to discuss how he could play a role in our financial future. We were very impressed with Tim’s knowledge base, ideas, and personalization...read full review