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Fiduciary financial advice that puts you in control.

Helping high earning individuals, families and retiring professionals set and achieve their financial goals.

Save More. Invest Better. Pay Less in Taxes.

Recognized as one of the best financial

advisers in Pittsburgh



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as of June 30, 2021

Without a plan, you're likely to work longer, build less wealth, and feel more stress about money.

Do you have a plan?

In order to succeed, you need to have a goal and a plan to achieve it.

We specialize in helping high earning individuals, families, and retiring professionals define their financial goals and implement customized plans to achieve them.

We integrate financial planning, investment management, and cash flow management to develop a dynamic strategy that will replace the anxiety you feel with confidence as you progress towards your goals.

When you know where you want to go, and have a plan to get there, you set yourself up to succeed. 

It's easy to get started.

1. Discovery. Schedule a meeting and find out how we can help. The meeting is devoted entirely to your financial situation. Zero sales. It’s free, and you’ll leave with a complimentary financial plan.

2. Review. Read through our assessment and recommendations and see how you feel.

3. Decide. Let us know if you’d like to move forward and we can discuss a service plan that works for you. There’s no cost or obligation to go through the discovery process.

Wright Insights

Q3 2021: Rethinking the 60/40 portfolio

Q3 2021: Rethinking the 60/40 portfolio

The quintessential portfolio is “The 60/40”. It’s a portfolio that consists of 60% stocks and 40% bonds, or more specifically, 60% S&P 500 and 40% 5-Year U.S. Treasury Bonds.

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Sequence of Returns Risk

Sequence of Returns Risk

Sequence of returns is having a good start or a bad start for your portfolio, over a given time period. And it matters tremendously when cash is going out of your portfolio

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When Market Volatility Strikes

When Market Volatility Strikes

It’s hard to believe that 18 months ago, we were in the midst of one of the fastest dropping markets in history. The market volatility was extreme. Does anyone still remember it?

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