Thorough, Coordinated, Complete
At Wright, our goal is to help you create a comprehensive investment management plan that fits your personal financial situation.
To achieve this, we need to have a clear and detailed understanding of your financial and family circumstances. This involves a thorough examination of all aspects of your existing financial arrangements and a review of some key financial factors, including:
- Income Objectives
- Cash Flow Requirements
- Risk Tolerance
- Education Planning
- Estate Planning
- Legal Considerations
- Charitable Gifting
- Tax Consequences
- Time Horizon
If you have an attorney, tax advisor, insurance consultant, or financial planner that you work with, we will coordinate our efforts with them to ensure that our recommendations are consistent with and integrate fully with any other arrangements you have. If you don’t have a tax, accounting or legal advisor, but need one, we will gladly recommend experienced professionals with proven expertise in your area of need.
Working with your other advisors, we can help you set investment management goals that address your individual circumstances, create a personalized investment strategy, and then design and manage a portfolio for that strategy.