Elite Rewards Program
What is the Elite Rewards Program?
Wright Wealth Management Group developed this program to reward our clients for introducing their friends to our firm. It is our way of saying “thank you” and a great way to help your friends plan for retirement. Simply introduce someone to our firm and you will be invited to the Wright Wealth Management Group Elite Rewards Program’s special events.
What is an introduction?
An introduction to Wright Wealth Management Group is simply that. Bring a friend or two to one of our workshops or refer them directly to our office for an appointment. Guests are not required to become a client for you to receive credit for the introduction but must meet face to face with Chris at a workshop or appointment. You will receive credit at the time of the introduction/appointment. To be eligible, you are not required to attend the workshop with your guest, but it is encouraged.
Who should I introduce to Wright Wealth Management Group?
People just like you! It is our pleasure to serve you for your retirement journey needs and we would love to do the same for your family and friends. Introduce us to anyone that has similar needs and goals as you.
What do I receive for my introduction?
For bringing a friend to one of our workshops you will receive two tickets for our premier events. Tickets are limited to two per household per event and are nontransferrable. Tickets can not be exchanged, traded, or sold. Future dates or trading is prohibited. Tickets for each event are limited and are available in the order in which the introduction occurs. There will be no waiting list for these events.
Wright Wealth Management – Your Prescott AZ Financial Advisor
3181 Clearwater Drive Suite A
Prescott, AZ 86305
3181 Clearwater Drive, Suite A Prescott, AZ 86305 | (928) 777-0446 or (866) 528-7233 | www.wrightwealthmanagement.com
Securities offered through Center Street Securities Inc. (CSS), a registered Broker-Dealer and member of FINRA & SIPC. Wright Wealth Management Group is a registered investment advisor licensed in the state of Arizona. Wright Wealth Management Group is independent of CSS.