WRIGHT Financial Group LLC is an independent Registered Investment Advisor (RIA). WFG acts as a fiduciary and delivers personal financial planning and investment management by utilizing the latest innovations in technology and research.
Like the NASDAQ exchange, which trades electronically instead of using a trading floor, we forego the expense of retail office space. We are one of the few firms that still makes house calls, whereby clients can meet with us in the privacy of their homes or offices. Alternatively we meet face-to-face in a satellite office location near you*, by phone or video conference. We answer calls live and respond to voicemails and emails, every day, even on holidays. In today's connected world, it's what you should expect.
We're not your father's stock broker. We manage investments using the latest academic research. We utilize state-of-the-art technology to optimize our portfolios to provide maximum upside potential with minimum downside risk. And we use secure cloud services to provide our clients with real-time access to their account information and financial plans 24/7/365 from the comfort of their own homes.
Best of all, we leverage all of the above to help keep our fees low. In fact, in 2013 and again in 2016, we lowered our fees, for existing and prospective clients alike.
Mr. Wright is the Founder and President of WRIGHT Financial Group LLC. He began his career on Wall Street as a Floor Specialist at the American Stock Exchange soon after the crash of '87. Tom moved to his family's hometown of Richmond, VA in 1994 and became a Financial Advisor. He has experience both as a commission-only broker, recommending stocks and specializing in bond interest rate strategies, and as a fee-based discretionary money manager. Tom earned his BA degree in Economics from Drew University and completed his CERTIFIED FINANCIAL PLANNER™ studies at New York University.
Community service is important to our group. Our main charity partner is Richmond Cycling Corps. RCC's goal is to help keep kids from Richmond's public housing on the right path by using bicycle racing as a means to self confidence and discovery. WFG is also the title sponsor of Richmond ASR (Adventure Sports and Racing).
An avid cyclist and triathlete, Tom was the founding President of the Richmond Triathlon Club. He has competed in numerous triathlons over the years, including two Ironman races.
Tom met his wife Jennifer during a Super Bowl XLII gathering, where the two NY Giants fans discovered that they have more in common than a championship football team. Their son Ian attends St. Christopher's School, the same school from which Tom's father graduated over 60 years ago. The Wright family recently adopted the lovable dog Reagan, yes, named after the former President.
Mrs. Wright started her career in 1991 as a CPA auditing and advising on internal control processes for Arthur Andersen in Washington DC. It was here that she also had exposure to the tax implications of transactions such as mergers and due diligence, tax-exempt activities, and optimal timing of taxable transactions.
Jennifer spent a year in the Chicago world headquarters of Arthur Andersen working with an elite group of hand-picked audit partners and managers on a special project. Jennifer later spent two years in the firm's Paris, France, office as a founder of the "US Desk", which liaised between US and European branch auditors and provided training in US GAAP and tax rules to her French colleagues.
In 2003, Jennifer joined the law firm of Hunton & Williams LLP to start an Internal Audit function for the firm. She again took a particular interest in the tax aspects of her work, becoming the firm's internal European tax coordinator in addition to her internal audit responsibilities.
Jennifer joined WRIGHT Financial Group full time in 2014 as the Chief Financial Officer. Her responsibilities include presenting and reporting accurate and timely historical financial information, overseeing the capital structure of the company and economic forecasting and modeling, She has particular interest and experience in Estates and Trusts, and of course, individual and corporate taxes.
Mrs. Wright earned her BA degree in Accountancy from Miami University in Oxford, OH, in 1991. She has been a licensed Certified Public Accountant (CPA) for more than 20 years.
*Satellite office space provided by Regus (Mailing address and client meetings: by appointment)