A complete list of active advisors currently associated with Wright Financial & Business Advisors
Warmer can help you find a great advisor at Wright Financial & Business Advisors or one who fits your needs even better.
The firm provides portfolio management and financial planning services to individual clients, including both non-high-net-worth and high-net-worth individuals. It manages a small number of client relationships and advises on a range of securities as well as variable life insurance and variable annuity products. The firm develops personalized investment policies through in-depth client interviews, employing fundamental analysis, asset allocation, and a long-term purchase approach with quarterly reviews and annual rebalancing; accounts may be managed on a discretionary or non-discretionary basis. Financial planning engagements produce a written plan and the firm advises clients to coordinate implementation with other professionals as appropriate. Notably, the adviser is also a state-licensed life and health insurance agent and sells insurance products for which it receives commission compensation, a business activity the brochure discloses and identifies as separate from advisory fees. This combination of fee-based portfolio management and ongoing insurance brokerage activity is uncommon among peer independent solo advisers and is explicitly disclosed as a potential conflict of interest.
To learn more about the advisors currently working at Wright Financial & Business Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fresno, CA
| 9
|
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