Adam Wright (CFA, CFP®)

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

  • Annuities
  • AUM
  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues

Planning Specialties

Wright Associates specializes in helping high earning individuals, families and retiring professionals define their financial goals and develop customized plans to achieve them. That means making sure your cash and investments work in coordination with the risks you face and the taxes you pay. When clients work with our planning process they know that their money is working just as hard for them as they did to earn it.

Additional Information

Wealth Management is more than just financial planning or investment management. It's the professional coordination of your net worth. What we do is comprehensive. But comprehensive means all-in-one, not all-at-once. That’s why we start with your immediate pain point, solve it, and over time, build a personalized wealth strategy just for you. Our service organizes your assets (what you own) and liabilities (what you owe) while tying in prudent risk and tax management strategies. Our idea of wealth management evolves and adapts to your changing circumstances. You don’t stand still and neither should your plan. Having a wealth structure in place helps you make good money choices, at the right time, and with the right information.

NAPFA Start Date

September 01, 2021

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This Office

61 McMurray Road 204 Pittsburgh, PA 15241-1633 Phone: (412) 854-2100