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We offer fiduciary financial advice that puts you in control.

Helping you save more, invest better, and reach financial freedom sooner.

In Figures

One of the best fiduciary financial planning firms in Pittsburgh

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% of advisers with professional credentials and advanced degrees
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Years independent
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Number of relationships
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Assets under management
Reference: Kathleen S. Wright Associates, Inc. ADV Part 2, Renewed 2021
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Do you have a plan?

People are busier than ever and it’s hard to find time to focus on your money. The Wright process is our answer to building a financial plan that gets results. We help you set goals, define targets, and develop a plan. Use your plan to stay on track and build wealth. So, don’t wait and schedule a discovery meeting to get started today.

Wright Insights

Start Saving at 30 Not 40 If You Want to Be a Millionaire

Start Saving at 30 Not 40 If You Want to Be a Millionaire

If you want to be a millionaire, start saving at 30 not 40. By the time you turn 30, you’re likely well into your professional career and earning more than you spend.

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Balancing Capital Gains and Roth Conversions

Balancing Capital Gains and Roth Conversions

Tax Planning. Try to create tax efficient income by balancing capital gains and Roth conversions.

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Financial Planning Is Forecasting

Financial Planning Is Forecasting

A critical part of financial planning is developing a strategy that will deliver results that support your goals. This requires forecasting

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Feel confident with a fiduciary financial adviser that puts you first