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

You Inherited an IRA, Now What?

Inheritances come in all shapes and sizes, whether an heirloom left to you by a loved one or a life-changing financial windfall. Regardless of the form it takes, figuring out what to do next can be a crucial question. This is especially true with inherited...

22:02 / Family Financial Planning / Family Legacy Planning / Money / Retirement Income Planning / Wealth Management / Angela Wright
11 Mar

Market Update: March 11, 2025

This past month has been a rollercoaster for stocks and if you’re starting to feel the pain, you're not alone. Let’s make some sense of what’s going on. Watch as a video instead: https://youtu.be/_nC3e83HZH4 We have experienced pullbacks in all major market indices, and large corrections...

23:30 / Finances / Investment Portfolio Management / Market Update / Money / Wealth Management / 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
05 Dec

Why Paying Off Your Mortgage Early Might Not Be the Best Financial Move

In today’s world of personal finance advice, it's not uncommon to hear financial influencers, bloggers, and gurus encouraging everyone to pay off their mortgage as quickly as possible. The mantra of “debt is bad” is often preached, with many financial personalities touting the peace of...

18:13 / Finances / Retirement Income Planning / Angela Wright
29 Aug

Compound Returns: Eighth Wonder of the World?

Exploring the fundamental principles of compounding interest and illustrating how the power of compounding can significantly impact your investments, especially when you start investing early in life....

16:22 / Retirement Income Planning / Tax Planning / Uncategorized / 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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