Our Clients

We primarily work with individuals and families, business owners, healthcare professionals, and retirees.

Individuals & Families

Many of our clients wonder if they are saving sufficient funds to support their lifestyle in retirement. That’s why our approach takes you through a comprehensive planning process to thoroughly address some important questions:

– Where am I now financially? –
– Will money support my loved ones after I’m gone? –
– How can my assets work harder for me? –

Your comprehensive plan puts your financial picture into focus. We will help you see where you’re headed and what you need to do to proactively pursue your goals.

Business Owners

As a business owner, you need a team around you that can support the full spectrum of your financial and lifestyle needs. Leveraging key resources from Stifel, The Wright Wealth Management Group can help bring your business assets, investments, cash flow, and retirement goals together in a well-integrated plan. We’ll sit down and discuss some important questions, such as:

– How can I smooth out my cash flows? –
– Can I expand my business without selling current assets? –
– When is it the right time to put an exit strategy in place? –

We will help you manage your total financial situation while coordinating with your legal, tax, and philanthropic professionals.

Healthcare Professionals

As a healthcare professional, you have unique wealth planning needs. Your busy schedule and focus on others means you’ll need professional guidance and comprehensive planning as you build your practice or career. Our customized planning and guidance helps you manage and mitigate risk to your hard-earned wealth with:

– Retirement planning strategies –
– Risk management and insurance strategies –
– Tax-efficient investment strategies –
– Debt management –

Living in Retirement

As life changes, you need a plan that stays on track. Financial planning should be an ongoing process, not a one-time event. Your plan takes into consideration the impact of factors such as tax and economic changes, as well as changes in your life, so we can discuss any necessary adjustments to help keep your retirement income strategy intact. Our team is here to periodically review your plan with you and address questions such as:

– Will my money last? –
– How can I make the most of my philanthropic giving? –
– Will long-term care be enough? –