Who we are | Wright Associates

Who we are.

WE BELIEVE:

Money decisions shouldn’t be so nerve-wracking.

Decisions surrounding money are complex. Probably because they’re not really about money, after all. They’re about how you get to live your life now and how you get to live it in the future. Even if you know what you want, how the heck do you get there?

Helping you build a reliable plan that gets you from here to there is precisely what we do — and we love every second of it.

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MEET OUR TEAM

How we’ll help you get from here to there.

Get your finances
in order.

We help you optimize all your money decisions, from investments, insurance, taxes, and estate plans, to your daily household cash flow.

Adjust as life
happens.

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 FUTURE IS TOO IMPORTANT TO LEAVE TO CHANCE.

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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

A citizen of Pittsburgh her entire life, Kathleen is an active learner through the OSHER program at CMU. She is passionate about helping her clients achieve the future they desire. When she’s not working, she’s most likely enjoying her passion for traveling. Her travel blog details her adventures and highlights stunning photos. Kathleen lives in Upper St. Clair and loves spending time with her two grandchildren.

Adam K. Wright, CFA, CFP®

Managing Partner

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

When Adam’s nose isn’t stuck in a book, you can find him taking a long walk with his golden retriever, Shaggy. If you haven’t met Shaggy, stop by the office where he spends most days. Adam lives in Upper St. Clair with his wife and two children.

Kyle Beckhusen, CFP®, CLU

Senior Financial Adviser

CERTIFIED FINANCIAL PLANNER®, 2020; Chartered Life Underwriter, 2019; Bachelor of Science in Business Administration, Geneva College, Cum Laude

Originally from upstate NY, Kyle relocated to Western Pennsylvania after attending Geneva College in Beaver Falls and never left. When he’s not watching college basketball, he stays active running races, doing triathlons, and playing pickup sports. He enjoys spending time with his wife and two children and serves as a deacon in his local church.

A. Gregory Lintner, CFA

Co-Founder and Senior Financial Adviser Emeritus

Chartered Financial Analyst, 1985; Bachelor of Science in Business Administration, Franciscan University; Master of Public Management, Carnegie Mellon University

Greg works hard to help eliminate hunger problems and is a long-time member of the Pittsburgh Area Foodbank. As a member of the finance committee, he helps make sure the foodbank will be funded for years to come. Greg lives in Mount Lebanon with his wife and daughter. He enjoys an occasional hiatus in Siesta Key to savor the warm weather and the beach.