Wright Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wright Financial provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients. Services described in the brochure include individualized Investment Policy Statements, ongoing portfolio management for individual accounts, and one-time financial planning engagements.
The firm’s investment approach combines multiple methods of analysis—charting, fundamental and quantitative analysis, modern portfolio theory—and may employ long- and short-term trading, options and margin strategies. Wright Financial also allocates client assets to model-based strategies through a sub-advised program with SEI, and delivers periodic account reporting via the custodian.
Distinctive features noted in the brochure include offering both fixed-fee and hourly financial planning arrangements and an affiliated insurance practice whose agents may receive commissions for insurance sales (a conflict the firm discloses and documents). The firm requires the use of SEI’s platform for custody and sub-advisory services, reports no assets under management as of July 2026, and does not act as a private fund adviser.
Client services
Expertise
Fee options
Financial planning fixed fees range from $2,500 to $15,000 (negotiable)
up to 1.50% (negotiable)
Insurance commissions accepted by Erica L Wright as an insurance agent, but not the firm's primary compensation
$400 to $1,000 per hour (negotiable financial planning hourly fee)
Main office
100 Ledgewood Place, Suite 102
Rockland MA 02370
Advisors at this office
1
Most active in
Florida · Massachusetts · New Hampshire
Also doing business as
Reveille Retirement Group LLC · Wright Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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