Wealth management is more than just financial planning or investment management. It's the professional coordination of your net worth.
It's comprehensive. But comprehensive means all-in-one, not all-at-once. That’s why we start with your immediate pain point, solve it, and over time, build a personalized wealth strategy for you. We organize all of your assets (what you own) and liabilities (what you owe) while tying in prudent risk and tax management strategies. Our idea of wealth management evolves and adapts to your changing circumstances. You don’t stand still and neither should your plan. Having a wealth structure in place helps you make good money choices, at the right time, and with the right information.
When you work with us, we integrate every aspect of your financial life and put you in control.
When it comes to your wealth, you want a fiduciary working for you. That way, you know your best interests come first.
- We do not push financial products.
- We do not collect commissions.
- We are not a bank.
- We have the freedom to use the best tools available.
Wright Associates provides fee-only financial planning and investment management services. See specifics below, or download our Form CRS located at the bottom of this page.
When it comes to fees our goal is to be clear and transparent. Our only source of revenue is from you. We do not collect commissions or trailing fees for any products we use in your accounts. We believe this arrangement helps us maintain a strong alignment with you.
Our wealth management fees are as follows:
Please review our ADV for further clarification on how we charge for our professional services. For reference our ADV may be downloaded from the link at the bottom of this page.