Wright Financial Group, LLC

About Us

A Few Words About Us

WE Are a
full-service financial firm

Wright Financial Group, LLC is a full-service financial firm dedicated to helping individuals and families meet their immediate and long term financial goals and objectives. We teach clients how to better enjoy more reliable portfolio growth and preservation through more conservative investment options. We also encourage our clients to make smart, sound choices with their personal fixed income portfolios. At Wright Financial Group, we educate our clientele on making strategic retirement planning decisions and utilizing the essentials of wealth management tools. As a financial advisory firm, we carry  a fiduciary responsibility to all of our clients, to act and serve with their best interest in mind.

0
founded
0
Happy Clients
0
events

Our Story

Wright Financial Group, LLC was founded by David Wright, CLU, ChFC. David has established a strong name for himself and his company throughout Toledo and its surrounding cities, not just as a financial advisor, but as a trustworthy and respectable member of his community. With over 30 years of experience as a financial advisor, David’s knowledge has helped many individuals and families reach sound, reliable futures for themselves and their loved ones. Those individuals who have had their assets in the fixed income sector have been provided with broad market returns for some time now. At Wright Financial Group, our team of professionals work together in providing exceptional care, customer service, and due diligence to all of our clients. We know that not everyone’s financial situation is the same. Therefore, we provide tailor-made, personalized financial portfolios designed for each and every individual we meet.

Meet Our Team

David M. Wright
Owner
Matthew D. Wright
Licensed Insurance Representative
Ana M. Wright
Marketing
Michelle Swartz
Administrative Assistant

matthew D. Wright

Matthew D. Wright is the son of David Wright and is no stranger to the financial planning business. He graduated from the University of Toledo with a Bachelor’s Degree in Business of Applied Technology. Matthew earned his Associate’s Degree in Liberal Arts at Palm Beach State University in South FL. Matthew has been working with David for over 7 years now as a Licensed Insurance Representative. He has also worked with various financial institutions in South Florida. Matthew is married to his wife Ana. Together they have 2 beautiful children, Olivia and Jacob.

Ana M. Wright

Ana M. Wright, wife of Matthew Wright, is a native of Lima, Peru and has lived in South Florida and Toledo, Ohio for the past decade. She graduated from Tecsup University in Lima, Peru with a degree in Electronics, and gained her IT and Marketing degrees from ITT Technical Institute in Florida. She worked for an Electronics Manufacturing & Distribution company in South Florida for many years and was a valuable member of the IT and Sales team. She enjoys working with clients in the area of customer service and creating the “WOW” experience for our clients.

Michele Swartz

Michele Swartz, a resident of Perrysburg, Ohio, is married and has a daughter who lives in Canton, OH. She has been Dave’s Administrative Assistant for 21 years and is a valuable, experienced member of Wright Financial Group. She handles client services and new business operations on a daily basis, and is well-known and respected by David’s clients.