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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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Who We Serve

Wright Wealth offers private wealth management services for retirees, senior executives, and young professionals.  We have specific unique expertise in serving military veterans, special needs families, and senior executives. 

Financial Experts

Helpful Content

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

Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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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