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Seeing You for You

“Every person I’ve encountered is a unique individual with their own values, life experiences, and vision for their future. There is no ‘one-size-fits-all’ life plan, so there can be no ‘one-size-fits-all’ in personal finance or investment management. You deserve to be met where you are, heard and seen for who you are, and have advice tailored to your unique needs, delivered without judgment, and implemented with prudent care. Over the years, I’ve worked with a number of clients who did what they were supposed to do and saved, only to find that the advice or strategy they were following wasn’t helping them live the life they wanted. Similarly, many have found themselves overwhelmed with the hot headlines and contradictory noise in the world of money, wondering which talking head is right.

 

That’s why I started Wright Wealth Management: to bring peace of mind by providing each individual with a unique roadmap that turns their questions, worries, and fears into vision, peace, excitement, and confidence. We deliver this with sophisticated solutions and heart. Our clients never spend a moment wondering about a financial question. This is the Wright Way.”

More About Angela Wright, CFP®, Founder

Angela has only ever wanted to be one thing: an incredible financial advisor who makes a positive impact on the lives of others. She started trading stocks in college in 2001 and has been advising individuals in all areas of wealth since then. She is driven to deeply understand the people she serves and find sophisticated and innovative solutions that address client needs now, whether related to finances or life in general.

In addition to financial strategies, Angela is a third-generation family business owner, supporting her passion for family business consulting and succession. Her father and grandfather owned “Wright” business, and she is honored to carry the family legacy. She continues to espouse the values she picked up from watching and helping in her parents’ business.


OUR VALUES – What is the Wright Way™?

  • We do everything with heart.
  • Ethics and client needs first – we are fiduciary advisors.
  • Sophisticated and custom portfolio management by an experienced team.
  • Someone you can count on to be there when you have ANY financial questions; there are no stupid questions here.
  • Fiercely independent – never owned by anyone else.
  • Investor behavior and education matter as much as portfolio construction.
  • There is no one-size-fits-all financial plan—each is custom-made to your life, needs, and, most importantly, your values.
  • Conversations are free of judgment. This is a supportive and accepting relationship for folks of all makes and models. We are allies to the LGBTQ+ and BIPOC communities.
  • 100% Women-owned business, and we deeply understand the needs of women in charge.

 

Bona fides:

  • B.S. in business administration with an emphasis in financial services from California State University, Chico.
  • MBA from St. Mary’s College of California, Moraga.    
  • CERTIFIED FINANCIAL PLANNER™ designation.          
  • Trained Family Enterprise Advisor.
  • 22 Years of Experience Guiding Clients on Their Financial Journey.


When you are ready to stop wondering and worrying, please get in touch. 


Wright Wealth Management and Gemmer Asset Management – We aren’t alone on this island! To provide institutional-level quality support for my clients, I work exclusively with Gemmer Asset Management LLC, an investment adviser registered with the Securities and Exchange Commission based in Walnut Creek, California. As I am an Investment Advisor Representative of Gemmer Asset Management,* Wright Wealth clients get the best of both worlds: the fully customized financial planning and advisory work that I do individually, as a CFP®, coupled with the support of a full team of investment professionals at Gemmer, a firm with decades of investment experience, and assets under management of $1.5 billion.

Learn More About the Gemmer Asset Management Team!

Brian Gemmer

Gemmer Asset Management

Principal / Portfolio Manager


Brian joined Gemmer in 2005 and today serves as the firm’s Director of Business Development. He sits on the investment committee and supports financial advisors and their clients as a portfolio manager. Before coming to Gemmer, Brian was a partner and portfolio manager for GlobeFlex Capital, an institutional money management firm in San Diego, CA. He graduated magna cum laude with a B.S. in finance and information management (1997) from the Wharton School of Business at the University of Pennsylvania.

Charles Blankley, CFA

Gemmer Asset Management

Principal / Chief Investment Officer


Charles came to Gemmer in 2000 and today serves as the firm’s Chief Investment Officer. He leads the investment committee, is responsible for the tactical positioning of our portfolios, and supports financial advisors and their clients as a portfolio manager. A Chartered Financial Analyst and member of the CFA Institute, Charles received his B.A. in finance and economics from the University of Washington (1992).

Michael Mischler, CFA

Gemmer Asset Management

Portfolio Strategist & Research Assoc.


Michael joined the Gemmer team in 2013 as a Research Associate. His responsibilities include working with both Scott and Charles on fund research, portfolio trading, and sitting on the investment committee. Prior to Gemmer, Michael worked as an analyst for both J.P. Morgan and Credit Suisse in San Francisco. A Chartered Financial Analyst and member of the CFA Institute, Michael received a B.S. degree in Industrial Technology from Cal Poly San Luis Obispo (2006).

Lexie Forster

Gemmer Asset Management

Operations Manager


Lexie joined Gemmer Asset Management LLC in 2014 as an Operations Associate. She is responsible for client services and operations. Lexie earned her B.A. in Biology from the University of California, Santa Cruz in 2013.

Patti Mullin

Gemmer Asset Management

Chief Compliance Officer


Patti joined Gemmer Asset Management LLC in 2021 as a Compliance Officer. Prior to joining Gemmer, Patti served in a number of compliance and compliance-related roles in large asset management companies, including as Senior Compliance Manager at Personal Capital. Patti received her B.S. in Business Administration from Cal State Sacramento (1989) and her M.B.A. from Saint Mary's College (2016).

Anna Ng

Gemmer Asset Management

Director of Operations


Anna joined Gemmer in 2006 as a Senior Operations Associate. She is responsible for client services, operations, updating procedures, and compliance testing. Anna received an M.B.A. in finance from Golden Gate University (2005) and a B.S. in business administration with a concentration in business law from the University of the Pacific (2003).