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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

Many investors are comfortable managing their portfolios, but lack the comprehensive perspective and experience to solve the complex planning issues they face.

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

We integrate financial planning, investment management and cash flow management into a coordinated 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. That’s planning by design.

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

Life Planning Should Be Step One in Retirement Planning

Life Planning Should Be Step One in Retirement Planning

When people think of retirement planning, they usually think about how much money they’ll need. But a question that’s just as important

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Should You Consider an Annuity?

Should You Consider an Annuity?

many of us are still retiring in our 60s, but living into our 90s - this dilemma gave birth to the annuity, a way for workers to create their own pension

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Q2 2021: Onward and Upward

Q2 2021: Onward and Upward

There are many ways to construct a well-diversified portfolio. A common method is known as “core and satellite”. Think Jupiter and its moons.

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