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 managementReference: Kathleen S. Wright Associates, Inc. ADV Part 2, Renewed 2021
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
June 17, 2021
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.
Balancing Capital Gains and Roth Conversions
June 11, 2021
Tax Planning. Try to create tax efficient income by balancing capital gains and Roth conversions.
Financial Planning Is Forecasting
May 28, 2021
A critical part of financial planning is developing a strategy that will deliver results that support your goals. This requires forecasting