Who We Are

The Wright Wealth Management Group is a team of financial professionals dedicated to providing integrated investment strategies to help individuals, families, and business owners coordinate all aspects of their wealth across generations.

Meet the Team

Cody Paningsoro, Ron Wright, Kathy Jimeno, Kevin Rutten

Our Approach

Our wealth management team offers a full range of products and services, from helping you select individual investments to developing a retirement planning strategy. With access to Stifel’s high-caliber resources – including research analysts and economic and market strategists – we are prepared to help you make informed investment decisions based on your needs and risk tolerance.

Keeping You Informed

Stifel Insights

Dive into our latest articles, videos, podcasts, and more!

Sight|Lines
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

Podcast
Market Pulse
Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

Whitepaper
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Video
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Video
Market Volatility
Investing for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.

Article