Wright Wealth Management, Inc. has a rich history. In 1983, Jonathan’s dad, Boyd Wright started his career as a Certified Financial Planner. For more than three decades, he built a solid financial firm with a loyal client base. Jonathan joined the firm in 2006 and spent the next 11 years working alongside his dad to continue building the business and strengthening relationships with our clients. Jonathan took over the firm when Boyd retired in 2017 and we’ve continued to work hard to earn our clients’ trust.
As a small firm, we pride ourselves on strong relationships with our clients. You are our neighbors, the people we see at local sporting events or in our favorite restaurants. When our clients succeed, our community succeeds.
We are committed to helping our clients achieve both their long- and short-term financial goals. Whether this is your first leap into investing or you’re a seasoned investor, we pride ourselves on helping our clients understand how investing and financial planning can work for them. Using client friendly terms, we will create a comprehensive financial plan with a clear focus on every client’s individual needs and goals. Our practice focuses on wealth management with an emphasis on retirement planning, long-term financial planning, life insurance, and health insurance.
At Wright Wealth Management, Inc., what’s best for the client always comes first.
Our Guiding Values
Knowledge
Use our range of skills, education, and industry experience to provide you with informed financial direction.
Support
Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.
Integrity
Our role as your trusted financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.
