A complete list of active advisors currently associated with Wright Wealth Management Group

Warmer can help you find a great advisor at Wright Wealth Management Group or one who fits your needs even better.

Wright Wealth Management Group serves individual and high‑net‑worth clients by offering educational seminars, one‑on‑one financial consultations, and referrals to third‑party investment advisors for discretionary portfolio management. The firm does not directly provide portfolio management, custody, or discretionary trading on client accounts. WWMG provides non‑discretionary, client‑specific advice after gathering information about a client’s financial situation and objectives, and it evaluates third‑party advisors on factors such as performance, methodology and fees before making referrals. The firm uses a mix of analysis techniques — including fundamental, technical, charting and cyclical analysis — and conducts periodic reviews of recommended third‑party managers for continued suitability. Distinctive features include its affiliation with a broker‑dealer and the fact that its investment adviser representatives are also registered representatives and licensed insurance agents, with commissions and referral compensation accounting for a substantial portion of advisory‑related revenue. The combination of public educational workshops, reliance on third‑party managers rather than in‑house portfolio management, and broker‑dealer ties differentiates WWMG from most supported firms and creates conflicts of interest the firm discloses.

To learn more about the advisors currently working at Wright Wealth Management Group, 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.