Wright Wealth LLC

Timothy Benbow is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Wright Wealth LLC and has previously worked at NovaPoint Capital LLC, Bull's Eye Investment Group, Waterloo Capital Management, and Black Diamond Investment Partners. Wright Wealth LLC serves individuals, including high-net-worth clients, retirement plan sponsors, charitable organizations, and businesses by providing discretionary investment management, financial planning, retirement-plan consulting, and related advisory services. The firm employs an asset-allocation approach that incorporates fundamental, technical, cyclical, and tactical analysis, combining passive and active strategies with outside managers when appropriate, and supports clients through regular reviews, educational seminars, and ancillary services like a financial-planning app membership and facilitated tax preparation.

Richard Maurice is a financial advisor with Wright Wealth LLC in Marietta, GA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Ironridge Wealth Management, Waterloo Capital Management, and Black Diamond Investment Partners. Outside of his advisory work, he owns and operates a staffing agency. Wright Wealth LLC serves individuals, including high-net-worth clients, as well as retirement plan sponsors, charitable organizations, and businesses, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a combined passive and active asset-allocation approach with ongoing portfolio reviews, and it offers clients additional services such as a financial-planning app membership and facilitated tax preparation.

Jeffery Wright is a CFA® charterholder with 13 years of industry experience. He is a founding member of Wright Wealth LLC, where he has worked since 2022, and also founded 550 Capital Partners LLC, a firm focused on raising capital to invest in startup businesses. His prior experience includes roles at Bank of America and Merrill Lynch. Wright Wealth LLC serves individuals, including high-net-worth clients, retirement plan sponsors, charitable organizations, and businesses, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a multi-faceted asset-allocation approach combining passive and active strategies, maintains a relatively large physical presence for a five-advisor team, and provides ancillary services such as a financial-planning app membership and facilitated tax preparation.

John Duncan is a financial advisor at Wright Wealth LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including NovaPoint Capital LLC and Edward Jones. Wright Wealth LLC serves individuals, retirement plan sponsors, charitable organizations, and businesses by providing discretionary investment management, financial planning, and retirement-plan consulting. The firm combines passive and active strategies within an asset-allocation framework and offers ancillary services such as a subscription financial-planning app and facilitated tax preparation.

Stephen Wade is a financial advisor at Wright Wealth LLC in Atlanta, GA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC for eight years before joining Wright Wealth in 2022. Wright Wealth LLC serves individuals, including high-net-worth clients, retirement plan sponsors, charitable organizations, and businesses, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs an asset-allocation framework that combines passive and active strategies and offers additional services such as a subscription financial-planning app and facilitated tax preparation through third-party accountants.