Insights

Niche Focus Frazier Wealth Strategies specializes in educating clients on proactive financial planning and integrated tax and wealth strategies, presenting an opportunity to introduce advanced financial tools and technology solutions that enhance personalized planning services.

Market Positioning With revenue ranging between 10 to 25 million and a small team of 2-10 employees, the company likely seeks scalable solutions to expand its client base, making customer relationship management (CRM) and marketing automation platforms valuable for growth.

Technology Utilization Utilizing platforms like WordPress, Google Analytics, and Fastly indicates openness to digital tools; this paves the way for offering cybersecurity services, website optimization, and data analytics solutions to improve online engagement and security.

Competitive Landscape Positioned among prominent financial advisory firms with large teams and extensive revenues, Frazier Wealth Strategies can benefit from targeted marketing and strategic partnerships to differentiate and capture more affluent or tech-savvy clients.

Growth Potential Given their focus on client education and strategic wealth management, there is a significant opportunity to introduce educational platforms, client engagement apps, or AI-driven financial advisory tools to enhance service delivery and client retention.

Frazier Wealth Strategies, Inc. Tech Stack

Frazier Wealth Strategies, Inc. uses 8 technology products and services including Fastly, WordPress, MySQL, and more. Explore Frazier Wealth Strategies, Inc.'s tech stack below.

  • Fastly
    Content Delivery Network
  • WordPress
    Content Management System
  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • X-XSS-Protection
    Security
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts
  • Astra
    Web Platform Extensions

Media & News

Frazier Wealth Strategies, Inc.'s Email Address Formats

Frazier Wealth Strategies, Inc. uses at least 1 format(s):
Frazier Wealth Strategies, Inc. Email FormatsExamplePercentage
First@frazierws.comJohn@frazierws.com
50%
First@frazierws.comJohn@frazierws.com
50%

Frequently Asked Questions

Where is Frazier Wealth Strategies, Inc.'s headquarters located?

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Frazier Wealth Strategies, Inc.'s main headquarters is located at 5151 Headquarters Drive Suite 245 Plano, Texas 75024 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Frazier Wealth Strategies, Inc.'s phone number?

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You can contact Frazier Wealth Strategies, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Frazier Wealth Strategies, Inc.'s official website and social media links?

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Frazier Wealth Strategies, Inc.'s official website is frazierws.com and has social profiles on LinkedIn.

What is Frazier Wealth Strategies, Inc.'s NAICS code?

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Frazier Wealth Strategies, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Frazier Wealth Strategies, Inc. have currently?

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As of March 2026, Frazier Wealth Strategies, Inc. has approximately 9 employees across 2 continents, including North AmericaAsia. Key team members include Ceo & Founder: T. F.Operations Manager: B. O.New Business Processor: J. N.. Explore Frazier Wealth Strategies, Inc.'s employee directory with LeadIQ.

What industry does Frazier Wealth Strategies, Inc. belong to?

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Frazier Wealth Strategies, Inc. operates in the Financial Services industry.

What technology does Frazier Wealth Strategies, Inc. use?

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Frazier Wealth Strategies, Inc.'s tech stack includes FastlyWordPressMySQLFont AwesomeX-XSS-ProtectionGoogle AnalyticsAdobe FontsAstra.

What is Frazier Wealth Strategies, Inc.'s email format?

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Frazier Wealth Strategies, Inc.'s email format typically follows the pattern of First@frazierws.com. Find more Frazier Wealth Strategies, Inc. email formats with LeadIQ.

When was Frazier Wealth Strategies, Inc. founded?

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Frazier Wealth Strategies, Inc. was founded in 2007.

Frazier Wealth Strategies, Inc.

Financial ServicesTexas, United States2-10 Employees

Today, the vast majority of people are troubled and confused about the economy.  They have been bombarded by the media, bullied by sales people, and bewildered by the millions of things they feel they need to know. Over the past eight years, they have seen all the financial lessons they learned in the 1980s, 1990s and even recently, fail them.  

To manage your money and financial picture wisely means being knowledgeable about your options, and making informed choices. I believe my job is to educate my clients so that they can take charge of their financial lives. We have been trained by the media and large investment companies to chase rate of return and to be reactive. I teach my clients how strategy, knowing demographics and being proactive with their money can lead to a lifetime of financial freedom.

Your tax and financial strategy need to be integrated: as you plan to build wealth, you also make deliberate moves to retain it in the same smart process. Both goals should be part of any coherent financial strategy, especially if you have sizable accumulated wealth and an estate to protect.

Section iconCompany Overview

Headquarters
5151 Headquarters Drive Suite 245 Plano, Texas 75024 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Frazier Wealth Strategies, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Frazier Wealth Strategies, Inc.'s revenue is estimated to be in the range of $10M$25M

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