Empathetic, Real Life Financial Advice
Understanding your core values and motivations allows us to create a personalized plan that reflects your unique goals. Our process addresses your life realities, providing the heart-guided financial support you and your loved ones deserve.
The Wright Wealth Management Difference
What is The Wright Way?
- Customized Advice for Your Unique Financial Situation and Goals
- Fiduciary Financial Advisors with Decades of Experience
- Transparent Fee-Only Structure
We Will Never
- Charge Hidden Fees
- Recommend Cookie-Cutter Solutions
- Hide Conflicts of Interest
- Be Owned by or Answer to Anyone Else
- Talk Down to You if You Don’t Understand Finance
Want to Start Planning the Wright Way?
Step #1: Schedule a Complimentary Consultation
Before making any commitments, we will meet to get to know one another and ensure your needs match our expertise.
Step #2: Our Analysis
Once we determine we’re the right fit, we will request a few essential documents from you, such as your tax return, account statements, and completed intake questionnaire.
Step: #3: Review Findings
After we review your information and clarify your goals, wants, needs, and concerns, we will meet to review recommendations.
Step #4: Think About It!
Now that we’ve presented our recommendations, we ask that you consider how you would like to proceed. We’re not here for one-off, quick transactions, so there is no pressure to say yes if you don’t like our recommendations or feel we’re not the right fit.
Step #5: Implement and Live Life!
When you’re ready to proceed, we will begin onboarding to ensure you’re all connected. Then, we will implement your ideal plan together.
Meet Angela Wright, CFP®, Founder
When you think about wealth management, you think of assets, investments, retirement, and routine financial matters, right? Wrong. It’s about so much more. It’s about going beyond the world of money to ensure clients and families are empowered and flourishing.
Have Questions? Here’s What Some People Have Been Asking
We serve individuals from diverse backgrounds and circumstances by providing customized plans. However, our ideal clients are those who have a portfolio of at least $1 million and are looking for more guidance and professional management. We do this work because we love it, so please call us so we can connect you with the correct resources if you do not yet qualify.
Wright Wealth Management is an independent investment advisor rep offering fee-only, fiduciary, unbiased recommendations tailored to your specific needs. We are not tied to particular products or strategies, allowing us to prioritize solutions that align only with your situation. As fiduciaries, we are legally bound to always act in your best interest. We take this commitment to heart.
Once you are a client of Wright Wealth, you never have to wonder again. Any financial question or conundrum can be brought to your advisor for expert advice, from whether you should lease or buy that car to how you can lower your tax bill in retirement. This is true peace of mind—knowing you will achieve your goals! We will meet regularly to review progress, and you’ll receive lots of educational tools and resources in between.
Transparency is a top priority when it comes to Wright Wealth Management’s compensation. Our compensation is based on a percentage of the value of the investments we oversee, which is deducted directly from your account. We do not receive any commission, kickback, or undisclosed revenue source as payment. Our fees range from 1.25% to 0.5%, depending on your circumstances. We do not sell insurance or annuities.
Our mission is to empower clients to unlock the full potential of their financial resources and live fulfilling and abundant lives. We are dedicated to removing as much of the financial decision-making burden as possible and allowing you to focus on what matters most.
We assist clients with the following services and anything else needed to ensure that you feel calm and confident about your financial future:
- Investment Portfolio Management
- Retirement Income Planning
- Tax Planning
- Social Security Timing
- Charitable Giving
- Family Legacy Planning
You can learn more about what we offer by visiting our Services page.
Are you suggesting that feminine can’t also be smart, sophisticated, strong, and prudent? For decades, women have been engaging in financial solutions marketed to men. Enough with the mountains, bulls, and American flags – it’s high time we see something new and real.
The lotus flower is beautiful yet requires muddy water to grow. It symbolizes rising from a dark place into beauty and rebirth – a feeling we aim to create as you build your financial future. Despite their delicate nature, these resolute plants can survive being submerged under ice and can even bloom in extreme heat. Some lotus plants can live for nearly a century! They are astonishingly resilient, just like you, and your Wright Way™ financial plan.