Who we are.
How we’ll help you get from here to there.
Get your finances
We help you optimize all your money decisions, from investments, insurance, taxes, and estate plans, to your daily household cash flow.
Adjust as life
Life isn’t static; your plan shouldn’t be either. We offer regular reviews, accountability, and ongoing adjustments to keep you on track.
Make future decisions, confidently.
We empower you with resources, education, and knowledge we’ve gained through years of experience to help you make wise decisions.
YOUR RETIREMENT IS TOO IMPORTANT TO LEAVE TO CHANCE.
You deserve to know all the folks working together for your goals.
We love building long-term relationships with our clients, many of whom we’ve had the pleasure of serving for more than a decade.
Kathleen S. Wright, CFA
President and Managing Partner
Chartered Financial Analyst, 1994; Bachelor of Science in Mathematics, Allegheny College, Cum Laude, Phi Beta Kappa; Master of Science, Carnegie Mellon University Graduate School of Industrial Administration
Adam K. Wright, CFA, CFP®
Chartered Financial Analyst, 2016, CERTIFIED FINANCIAL PLANNER®, 2019; Bachelor of Science in Supply Chain and Information Systems, The Pennsylvania State University; Master of Business Administration, University of Pittsburgh, Katz Graduate School of Business, Beta Gamma Sigma
Kyle Beckhusen, CFP®, CLU
A. Gregory Lintner, CFA