Professional Private
Wealth Management

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In Figures



% of advisers with professional credentials and advanced degrees
trending-up (1)


Years independent


Number of relationships


Assets under management
Reference: Kathleen S. Wright Associates, Inc. ADV Part 2, Renewed 2019

It's All About You

Clients receive the personalized service they deserve. Here, no one is just a number. You may start as a client but you end up being family.

Recent Commentary

September 30, 2019 Commentary

9/30/2019 ended a volatile three months. Our market commentary is enclosed.

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Pumping the Brakes

We tend to take less risk when we think or perceive a situation is risky.

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Riding the Ride

Investing can be white knuckle yet immensely rewarding if you can hold on.

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