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 Damaging Myths About Money Talks & the Facts Behind Them

Adam Wright |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Adam Wright |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...