We’re Investing in Our Business
We’re growing. We’re expanding our services. We’re looking to the future. Expect to see new faces and hear new voices at Wright Associates. This is exciting news, so we’re interrupting our regularly scheduled commentary to introduce you to two new team members.
Today, we're very pleased to announce that Kyle Beckhusen, CFP®, CLU®, will be joining Wright Associates as a Senior Financial Adviser. We met Kyle the good old fashion way, through networking and personal referrals. He brings with him a wealth of experience in risk management and financial planning, and an extensive background in integrated insurance solutions which will expand our offering to include an even wider array of services.
In his own words: Throughout my career in financial services, I've found personal fulfillment in building trusted relationships with my clients and helping them find solutions that serve both their present and future needs. By understanding the goals that are most important to them, I've been able to provide planning recommendations customized to each client’s unique circumstances and priorities.
Want to learn more? Click here to see Kyle’s reasons for joining the team.
Kyle gets it. He's earned the right to call himself a CERTIFIED FINANCIAL PLANNER™ and a Chartered Life Underwriter®. Long story short, his credentials and his approach to serving clients indicate to us that he’s a dedicated and consummate professional. We're very excited to work with Kyle, whose exceptional professional standards and laser-focus on crafting customized solutions for his clients align perfectly with our service perspective of putting our clients’ best interests first and foremost, always.
Last week was a whirlwind! On Monday, February 8th, Oliver Cohen joined the firm as our Director of Marketing. Oliver brings 15+ years of marketing and communications experience, with a focus on connecting client needs to the services most relevant to their specific situation. His role will be to fine tune and enhance the firm’s communications, digital presence, and educational content. And the next time you call the office, his voice might be the one you hear. Oliver, like every team member at Wright, understands that to provide exceptional client service, their needs are always the top priority. That means when a client calls in, it doesn't go to voice mail - one of us will be there to answer their questions.
In his own words: My goal is to improve the client experience when they engage with our website or any other content that we publish. In more direct terms, I want to build trust with our audience, so they know when they read a blog post or an email update, they'll gain knowledge and insight in exchange for their time.
20 Years and Growing
Kathe and Greg founded Wright Associates over twenty years ago, welcoming their first client in September of 2000. They’ve helped clients navigate a tech and telecom bubble, the great recession, and now a global pandemic. To clients, the real heroes of the story, they’ve proven to be knowledgeable and trustworthy guides. And they thank you for placing your continued trust in us.
Many of you may have seen the announcement made in our 2021 regulatory renewal filing with the SEC. Effective December 31, 2020, Adam became a 30% owner. Kathe maintains control with the other 70%. As noted in our ADV email: Our Brochure contains a Material Changes section, in which you will find a summary of all material changes made to our Brochure since our last annual amendment filing. Effective December 31, 2020, Adam Wright, a Wright family member, and firm investment professional of 10 years, is now a 30% firm owner. Kathleen Wright continues to be the majority owner, President and Chief Compliance Officer of the firm. You can read the official disclosure here.
With a new partner and new staff, we’re looking to the future. 2020 was transformative. A major leap into the future was the shift of our servers to the cloud along with the adoption of other new technology to help us better serve you. Some changes were a result of the COVID-19 outbreak, while others were serendipitously planned. Regardless of the origin, we’ve implemented many new technological and operational efficiencies which have resulted in more bandwidth for us to continue enhancing our services, and we’re excited about what the future holds.
2021 and Beyond
In Kathe's own words: One of life’s remarkable and truly unexpected pleasures is being able to work with your adult son in a professional capacity. Adam has been working for Wright Associates for nearly 10 years. What started as a brief, temporary stint to provide IT and database support has now morphed into a true partnership. Adam is excited about continuing our tradition and embracing the generational changes in the marketplace that occur with every business.
Although the planning has been in the works for a long time, COVID-19 was the catalyst for a new beginning for the business. While change is the only constant, it seems as though our industry is changing at an increasing pace. Information availability and technological disruption is breaking down many long-standing barriers.
We’re investing heavily in our business, our systems, and our people to ensure that we continue to provide the best advice possible for our clients. Ultimately, the changes being made are for your benefit and your continued success and prosperity. Our goal is to continue to be fiercely independent and find partners that share in our mission. We believe that client-first wealth management and financial planning improves the lives of our clients. Everyone can benefit from financial planning, and it helps people come alive knowing that when they partner with us, they can reach their goals and have peace of mind.
Open for Business
Here at Wright Associates, we're thrilled for what’s to come. Rather than ignore the change happening around us and fighting for the status quo, we’re embracing the potential for a radically different and radically better future. As noted above, our People Strategy is now officially in action. The ranks have grown, and so has firm expertise. We are focused on being more valuable to our clients, and aim to be your go-to source for client-first, independent financial advice.
The firm of the future is a fee-only, registered investment adviser (fiduciary) that places the client above all else and before anything else. Professionals will be required to be credentialed, knowledgeable and capable of delivering exceptional and personal service, enhanced and empowered by technology.
Embracing the change 2021 is likely to bring, we smile. If it was easy, it wouldn’t be worth doing. We will be here for you today and for those of future generations. We are open for business and we are growing. New business and new referrals are always welcome – if you have a colleague or friend who might benefit from an obligation-free consultation, we’d love to speak to them to see if we can help.
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Wright Associates-“Wright”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Wright. Please remember that if you are a Wright client, it remains your responsibility to advise Wright, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Wright is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Wright’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.kswrightassociates.com. Please Note: Wright does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wright’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.