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  • About
    • About Angela
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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

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Phone: 925.222.5574‬

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*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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