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 my 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.

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.

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
– Budgeting