Bradford Wright (CFP®)

Bradford Wright focuses in the
following client markets or areas of practice:

Business Owners

Cash Flow/Budgets/Credit Issues

Generation X

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Additional Information

BRAD WRIGHT, CFP®: As Founding Partner, Chief Investment Officer, and Director of Financial Planning, Brad focuses on understanding, researching, planning, and implementing our clients’ financial goals.

Brad is also a frequent guest speaker to Fortune 500 companies and often serves as a financial expert for Boston’s ABC affiliate (WCVB-TV) and the Mix 104-1 New England Lifestyles show.

Brad began his transition to financial planning over ten years ago from a successful career as a television and radio host, working for ABC, NBC, and CBS Radio. Brad’s experience and approach enables him to easily connect and build relationships with clients to collaboratively determine their path to financial independence.