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

Protect Your Identity at Schwab: 9 Steps to Take This Week

I know I wrote about this last quarter, but I don't think I can say it enough, and I'm certain you're going to see more material on this next year. Assume your Social Security number, address, and birthdate are already out there. Data breaches have...

19:09 / Family Financial Planning / Finances / Angela Wright
16 Jan

Financial Fraud Case Study #1 – Text Fraud

Remote Access Scam – Jane Doe lost $10K  Summary: A Gemmer client fell victim to fraud after responding to a text message from a bad actor posing as a representative of their financial institution and then granted the bad actor remote access to her computer. The...

22:57 / Finances / Money / Angela Wright

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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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