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In Washington, the first thing people tell you is what their job is. In Los Angeles you learn their star sign. In Houston you're told how rich they are. And in New York they tell you what their rent is. -Simon Hoggart

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WRIGHT Financial Group LLC is a registered investment adviser and, as such, its activities are subject to the regulatory authority of various federal and state agencies. As a part of our compliance with the regulatory structure, the firm maintains a Privacy Policy, Proxy Policy and a Code of Ethics for its officers, employees and independent contractors.


Each year, WFG provides its clients with a copy of the firm’s current privacy policy (below) as well as an opportunity to request a copy of the firm’s current disclosure document, the Form ADV Part 2. 1f you would like a copy of the disclosure document, click the button at the bottom of this page or request a copy and/or ask any questions regarding WFG and your relationship by calling us directly at +1.804.591.1657 +1.866.573.0914​, sending a fax to (804) 482-4895, or sending an e-mail to info@WrightFinancialGroup.com.

  

Privacy Policy 

WRIGHT Financial Group, LLC and Thomas D. Wright as an investment adviser collects non-public personal information about clients from applications and other forms, as well as information about your transactions and status of your account(s) with others or us. We do not disclose any non-public personal information about you to anyone except as required by law. Any exceptions, such as information provided to those who perform services for you (accountants, tax preparers, financial planners, attorneys), require your specific approval. Access to your personal and account information is restricted to those who need to know that information in order to provide products or services to you. Your non-public information is protected by physical (restricted access, shredding of discarded documents) and electronic (password protection of sensitive files and online access to order placement or account records) safeguards. If you decide to close your account(s) or terminate management services, we will continue to follow the privacy policies and practices described above with respect to your non-public personal information.
 

Website Disclaimer 

The material provided in this website is for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, or a solicitation of an offer to buy nor recommend any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such an offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. A broker-dealer, broker-dealer agent ("BD agent"), Registered Investment Adviser, or Registered Investment Adviser agent ("RIA agent") may only transact in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the state's broker-dealer, BD agent or RIA agent requirements, as the case may be. Follow-up, individualized responses to consumers in a particular state by the broker-dealer, BD agent, Registered Investment Adviser, or RIA agent that involve either the effecting or attempting to effect transactions in securities or the rendering of investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker-dealer, BD agent, Registered Investment Adviser, or RIA agent requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, BD agent, Registered Investment Adviser, or RIA agent, a consumer should contact his or her state securities law administrator.
 
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.


Email Marketing Disclaimer

Wright Financial Group LLC (WFG) email marketing (EM) is impersonal and does not provide individualized advice or recommendations for any specific subscriber or portfolio. Investing involves substantial risk. Neither WFG nor the Author make any guarantee or other promise as to any results that may be obtained from using EM. While past performance may be analyzed in EM, past performance should not be considered indicative of future performance. No reader should make any investment decision without first consulting his or her own personal financial advisor and conducting his or her own research and due diligence, including carefully reviewing the prospectus and other public filings of the issuer. To the maximum extent permitted by law, WFG and the Author disclaim any and all liability in the event any information, commentary, analysis, opinions, advice and/or recommendations in EM prove to be inaccurate, incomplete or unreliable, or result in any investment or other losses. The EM’s commentary, analysis, opinions, advice and recommendations represent the personal and subjective views of the Author, and are subject to change at any time without notice. The information provided in EM is obtained from sources which the Author believes to be reliable. However, the Author has not independently verified or otherwise investigated all such information. Neither WFG nor the Author guarantee the accuracy or completeness of any such information. EM is not a solicitation or offer to buy or sell any securities. Neither WFG nor the Author is responsible for any errors or omissions in any email.