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A Leadership-Based Approach to Financial Guidance.

The military defines leadership as the process of influencing people by providing purpose, direction, and motivation to accomplish the mission and improve the organization. At Wright Wealth, we hold true to this approach through our financial services.

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Strategic Planning

Our investment management and financial strategies are based on years of industry experience and advanced education. Wright Wealth helps people define and quantify their goals, evaluate where they are, and provide a path to their goals using financial expertise as a tool to serve them. You are the CEO and we are your financial guide to walk alongside of you.

Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Investment

Investment

Create an investment strategy that's right for you.

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Taxes

Taxes

We focus on being cost efficient and tax aware.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Why Wright Wealth

"Success doesn't happen by accident. It starts with a plan."

- Wright Wealth

"I love to serve others not as a task, but as a purpose.

- Jeffery V. Wright, CFA®

"I am passionate about helping people feel more confident in their financial lives.

- Kyle Wade, CIMA®

Jeff Wright

Jeff Wright, CFA®

Wealth Advisor, Managing Partner

jeff@wrightwealthllc.com

Kyle Wade

Kyle Wade, CIMA®

Wealth Advisor, Director of Investments

kyle@wrightwealthllc.com

Tim Benbow

Tim Benbow, CFP 

Wealth Advisor, Partner

tim@wrightwealthllc.com

Rachel Bolt

Rachel Bolt

Client Service Manager

rachel@wrightwealthllc.com

Allan Duncan, AWMA®

Allan Duncan, AWMA®

Investment Advisor

allan@wrightwealthllc.com

Andrew Edwards

Andrew Edwards

Financial Planner

andrew@wrightwealthllc.com

Celeste Uliss

Celeste Uliss

Client Services Administrator

(770) 428-0705

celeste@wrightwealthllc.com

Matt Lunger

Matt Lunger

Financial Advisor

matt@wrightwealthllc.com