Thomas Wright Asset Management, Inc.

Thomas Wright Asset Management provides comprehensive investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations and other business entities. Services described in the brochure include discretionary portfolio management, investment planning, estate and tax planning, insurance planning and advice regarding variable life/annuity products, employer‑sponsored retirement plans and 529 plans.

The firm’s investment process emphasizes fundamental analysis and a long‑term, buy‑and‑hold orientation, seeking industry leaders with growing earnings for equity allocations and purchasing only higher‑quality bonds (generally rated A or better) with laddered maturities for clients seeking income stability. TWAM tailors portfolios to each client’s risk tolerance and time horizon and provides both discretionary management and non‑discretionary advice for certain products.

Founded in 1988, TWAM manages roughly $341.3 million in discretionary assets for a relatively small client base, producing an unusually high assets‑per‑advisor profile compared with peers in the supported firm category. The firm typically includes financial planning within its management fee, maintains a $1,000,000 account minimum (waivable in limited circumstances), and relies on Fidelity’s institutional platform for custody, execution, research and software support — a relationship the brochure discloses as a source of economic benefits and potential conflicts of interest.