Wright Associates is a fee-only wealth management firm that specializes in helping retiring professionals define their goals and implement customized retirement plans and investment strategies to achieve them. With so much noise around retirement planning, you deserve a clear path to a solid financial future. So, mark 'Financial Independence Day" on your calendar. We'll help you get their with confidence.
We believe that you deserve to have a plan that lets you live your retirement by design, not by default.
Creating a retirement plan is more than just claiming Social Security or investing a portfolio. Proper retirement planning is about making the right choices and integrating your goals with cash flow planning, retirement income planning, tax planning, risk management, and investment management.