In Figures
0%
% of advisers with professional credentials and advanced degrees
0
Years independent
0
Number of relationships
$0
Assets under managementReference: 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
The Magic of Compounding
Little things done consistently can yield huge results.
Going to Kennywood
Capturing investment returns is a lot like going to your favorite theme park.
2019 Half Year Commentary
Portfolios and markets recovered nicely in June, with Large U.S. companies leading the way. Again.