In addition to helping you better understand the specific investments you own, we can help you realize if you're under or over saving, paying too much in fees or taking too little or too much risk.
As part of our Free Portfolio Review:
With over 50 years of combined experience from around the world, we can help you navigate "the street" with a solid financial plan and clear investment objectives.
WRIGHT Financial Group LLC provides a unique approach to investing and finances that can help significantly increase the amount of money you get to keep when all is said and done. We help individuals, families and small businesses reach their dreams by providing the Right Investment Advice™, a 1-2-3 combination of investment management, financial advice and financial planning.
WFG is a family owned, fee-only, independent Registered Investment Advisory Firm (RIA).
Read about the benefits of working with an RIA.
Tom Wright is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) with over 25 years of experience serving clients in New York City, Seattle, WA and Richmond, VA.
Jennifer Wright is a licensed Certified Public Accountant (CPA) with over 25 years of experience with top accounting and law firms in Washington, DC, Chicago, IL, Paris, France, and Richmond, VA.
As fiduciaries, we have an obligation to work in your best interest, not ours.
The investments we use to create our portfolios are as diverse as the streets of New York City.
Our customized portfolios strive to maximize upside potential and minimize downside risk.
Our annual fee is the lesser of 1% or $5,000 per million of assets under management. That means that a million-dollar investor will pay just 0.5% annually, less than half of what the average advisor charges.*
*AdvisoryHQ.com, the average fee for assets equal to $1,000,000. is 1.02%
Retirement is the goal. But how do you know if you're on track?
RightCapital provides the answers.
With account aggregation and budgeting tools, and the added benefit of applying that information in "real-time" to your financial plan, you can monitor your progress, front and center, towards your goals.
Try it today and create a free financial plan. LEARN MORE >>