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

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

Wright Wealth Management is a registered investment adviser that, while classified as an investment-manager-type firm, describes its client base in the brochure as individuals, high net worth individuals, trusts, and estates and offers discretionary investment management alongside financial planning and consulting. The firm says it constructs customized portfolios using ETFs, mutual funds, individual stocks and bonds and may retain legacy positions for tax or fit reasons. The firm emphasizes continuous personal client contact and a fiduciary duty, using both fundamental and technical analysis and an internal due diligence process to build strategic asset allocations and monitor portfolios. It generally follows a long-term investment approach but notes it may trade or rebalance more frequently as needed to meet client objectives, manage risk, or address cash needs. Noteworthy details in the firm’s initial ADV filing include that it was newly established and reported no assets under management at the time of the brochure, which is consistent with having few or no active client accounts. The firm’s financial planning offerings include hourly billing ($275 per hour) and fixed-fee engagements ($1,000–$5,000), an arrangement that is less common for firms in this category, and the principal also maintains an insurance license and may receive insurance commissions, creating a potential conflict of interest; the firm also participates in an institutional custodian platform that provides economic benefits to the adviser.

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