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  • About
    • About Angela
    • Who WWM Serves
  • Our Approach
    • Services
    • Process
  • Resources
    • Appearances
    • Blog
  • Get In Touch
  • Client Portal
31 May

The Family Meeting: Opening the Dialogue About Your Estate

We've all heard the staggering statistics - around 70% of estate transfers end up failing in some way, with money lost and family relationships fractured. Not exactly the legacy most of us have in mind when carefully crafting an estate plan, right?The families who manage...

22:22 / Charitable Giving / Family Financial Planning / Family Legacy Planning / Finances / Money / Wealth Management / Angela Wright
31 May

Women and Wealth

Let’s talk about women and money. From what I’ve seen, women tend to have some pretty awesome superpowers when it comes to building wealth - but they also face some unique challenges too. Some of those challenges include:Pay Gap: On average, women still earn less than...

21:38 / Family Financial Planning / Finances / Investment Portfolio Management / Money / Retirement Income Planning / Social Security Timing / Tax Planning / Wealth Management / Angela Wright
29 May

The Money Talk: A Guide for Couples to Begin (Or Continue!) a Money Conversation

Nearly half of all marriages end in divorce and money is named as the #1 cause of friction among couples.Money can be a sensitive subject, even taboo for many couples. Remember hearing your parents say “We never discuss money or politics at the dinner table?”...

19:50 / Family Financial Planning / Finances / Money / Retirement Income Planning / Wealth Management / Angela Wright
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Phone: 925.222.5574‬

1655 North Main Street, Suite 360  |  Walnut Creek, CA 94596

 

*Angela Wright, (represented under the trade name “Wright Wealth Management, LLC”) is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. See disclosures. See Client Relationship Summary Form CRS.

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