01. What’s at Stake

Money is complicated. Too many people fail to meet their financial goals and have a successful retirement because figuring out how to manage retirement risks and create reliable retirement income is hard work.

02. Our Process

At Wright, we believe you can enjoy the retirement of your dreams and you deserve an easy-to-understand financial plan. That’s why we have developed an annual financial planning process that covers your financial goals, cash management, tax planning, risk management, and investment management.

03. Your Financial Plan

When you have a clear and actionable retirement plan, you’ll no longer hope you’re achieving your financial goals, you’ll know you are. 

Fiduciary Wealth Management Services

 

Retirement Planning

Our retirement planning services help you understand how to reach your goals without the risk of running out of money. We’ll help you plan for Social Security, Medicare, and building a retirement portfolio.
 

Tax Planning

The goal of tax planning is to help you pay less taxes over your lifetime. We’ll review your tax returns, analyze Roth conversions, coordinate income streams, and develop charitable giving strategies.
 

Investment Management

We’ll carefully help you design a portfolio based on your income needs, risk tolerance, time horizon, and financial goals. When your investments are aligned with your financial plan, you invest better.

Your Team of Fiduciary Advisors

Ranked One of the Best Financial Advisors in Pittsburgh

We’ve been featured in:

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You deserve to work with a Fiduciary Financial Advisor that helps you retire confidently.

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Blogs

5 Tax-Saving Strategies to Keep More of Your Money

Adam Wright |
Categories
Tax Planning
Retirement
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...

How to Dive into Business Succession Planning: 10 Key Questions

Adam Wright |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...