01. What’s at Stake

Money is complicated. Too many people fail to meet their financial goals and have a successful retirement because figuring out how to manage retirement risks and create reliable retirement income is hard work.

02. Our Process

At Wright, we believe you can enjoy the retirement of your dreams and you deserve an easy-to-understand financial plan. That’s why we have developed an annual financial planning process that covers your financial goals, cash management, tax planning, risk management, and investment management.

03. Your Financial Plan

When you have a clear and actionable retirement plan, you’ll no longer hope you’re achieving your financial goals, you’ll know you are. 

Fiduciary Wealth Management Services

 

Retirement Planning

Our retirement planning services help you understand how to reach your goals without the risk of running out of money. We’ll help you plan for Social Security, Medicare, and building a retirement portfolio.
 

Tax Planning

The goal of tax planning is to help you pay less taxes over your lifetime. We’ll review your tax returns, analyze Roth conversions, coordinate income streams, and develop charitable giving strategies.
 

Investment Management

We’ll carefully help you design a portfolio based on your income needs, risk tolerance, time horizon, and financial goals. When your investments are aligned with your financial plan, you invest better.

Your Team of Fiduciary Advisors

Ranked One of the Best Financial Advisors in Pittsburgh

We’ve been featured in:

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You deserve to work with a Fiduciary Financial Advisor that helps you retire confidently.

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Blogs

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Adam Wright |
Categories
Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...

The patience premium: What market history teaches us

Adam Wright |
Categories
Investments
“How long will this last?” “Will markets bounce back?” “Should I make a change now?” These are some of the most common and understandable questions investors are asking right now. When the market takes a sharp turn, it’s only natural to wonder what comes next and how long it might take to feel confident in the markets and economy again.

5 Smart Ways to Use Your Tax Refund in 2025

Adam Wright |
Categories
Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...