Wright Wealth Management | Who WWM Serves

A Community of Differences That Make Us Stronger

As humans, we’re all on a journey together, moving through our unique financial landscapes and figuring out how to make the most out of the life and resources that we have.

Wright Wealth Management aims to build a long-term relationship with you to support your life needs. This means we’re here to offer sound guidance and advice before, during, and after significant life transitions, effectively navigating the anticipated and the many surprises life can throw our way.

At Wright Wealth Management, our clients come from all walks of life but typically have the following attributes:

Has begun saving, with at least $1 million saved.
Prioritizes advice over product, valuing the guidance and expertise provided.
Seeks holistic and comprehensive solutions that address all aspects of their financial situation.
Openly share important details of their lives, goals, aspirations, and concerns, fostering a transparent and collaborative relationship.
Willing to delegate financial decision-making to a trusted advisor, recognizing the value of professional expertise.
Maintains realistic expectations and lives within their means, understanding the importance of financial prudence.

To learn more about other Wright Wealth Management specializations, please see more below:

Warrior Woman

Yes, Women Need Their Own Financial Movement Too

Both women and men encounter similar financial challenges, yet research indicates that women have distinct financial needs. Like men, women possess personal aspirations, goals, and values that require special attention and consideration.

Did You Know?

Women control about one-third, or $10 trillion, of personal wealth, and by 2028, they will control roughly 75% of discretionary spending. However, progress is still needed. Women are paid ~22% less than men, and our older generations live in poverty more than men. Somehow, women are still left out of financial conversations!

Throughout this adventure we call life, women experience career changes, choose to live independently, and find themselves caught between caring for aging parents and raising children, going through a divorce, or the loss of a spouse. Guess what? Wright Wealth is 100% women-owned, and we’ve been through these same difficulties in life. So, we mean it when we say we’ve lived these experiences, too, and we can help from a place of compassion and experience.

No matter what tests you face, Wright Wealth Management is here to support you in maintaining control over your finances and wealth plan, offering comprehensive financial services to meet women where they are and help them feel empowered to thrive.

Because when women uplift and support one another, remarkable and lasting change unfolds.

Schedule a Discovery Meeting

Mindful Wealth

Bridging the Gap Between Spiritual and Financial Worlds

An interesting intersection exists between our spiritual ideals and the modern financial world. Often, when the spiritual have wealth, it is accompanied by guilt or shame. To be poor is to be noble, or so we are told. At Wright Wealth Management, we disagree. Who better to control the wealth in our society than the mindful, the spiritual—those who actually care!

When faced with trials, do you seek answers from within or rely on the world around you? Our culture tends to look for answers from external influences. At Wright Wealth Management, when clients struggle with money, we encourage them to look within and uncover what’s behind a particular emotion.

This may not come quickly, and it will be a practice of shifting awareness to explore certain mindful areas, like how we can create a noticeable pause between the automatic emotional response and what the mind is telling a person to do or finding ways to express generosity to help a client communicate to the unconscious that they do indeed have enough.

By moving away from impulse, creating a gap, and rewiring the framework within, money can become a spiritual practice and tool. It can be used for good – the good of your future and the worlds you care about most.

Cultivating a sense of calm and peace in your relationship with money unveils the strength and resilience to embrace life. If you need help mindfully expanding what’s possible with your finances let’s talk

let’s talk