Wright Wealth Management, LLC

Wright Wealth Management is a single-advisor independent registered investment adviser that provides comprehensive financial planning, investment management, and financial consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities. The firm issues written financial plans for planning clients and offers ongoing portfolio management tailored to each client’s goals, time horizon and risk tolerance.

The firm’s investment approach centers on a customized Investment Policy Statement, diversified allocations across and within asset classes, and a long-term orientation using mutual funds, ETFs and individual securities, with limited use of strategies such as covered-call writing when appropriate. Wright Wealth typically requests discretionary trading authority (with non-discretionary services available upon request) and provides a one-time written financial plan for planning clients, with further reporting or plan updates available only through additional engagement.

A feature that distinguishes Wright Wealth from many independent peers is that the sole advisor maintains an insurance license and may recommend insurance and annuity products, while stating he does not implement sales or receive compensation from those recommendations; this type of insurance affiliation is less common among independent firms. The advisor also serves as an adjunct faculty instructor at the University of Washington (about 10% of his time), and the firm operates as a solo practice managing a focused client base.