Meet Wright Wealth Management Group, your Prescott Financial Advisor

prescott az financial advisors advisor planner

Our firm in Prescott Arizona was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with our clients to help them achieve their goals. Our Prescott staff consists of experienced professionals with a hands-on approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have long-term relationships with all of our clients.

Whether it’s today’s economic turmoil, employment changes, or family issues, more and more people find themselves with questions in their minds: How am I doing? Will I be able to afford the retirement I have always dreamed about? Will my family be provided for? How can I be sure? Should I consider changing my financial investment and management strategies? What if I don’t have an investment plan or a retirement portfolio? If I need financial planning help, who can I trust to guide me? And, what about my dreams? Who’s listening to me?

Does this sound like you? Do you have similar questions and concerns?

You’ve come to the right place — we listen and we care. We’re a registered investment advisory firm in Prescott, AZ. Our staff and financial advisor strive to help people just like you with real concerns and questions about their financial future.

At Wright Wealth Management, your Prescott financial advisor, you don’t get just one person thinking about your financial situation, you get a team of true professionals.

But more than that, we’re committed to helping you develop financial plans and investment strategies that are tailored for you and your needs. You want to make sure that your questions and concerns are addressed — even the ones you may not think to ask. As Prescott, AZ financial consultants, that is our only focus.

Our Prescott team will help you answer questions such as:

  • How will my life savings be protected?
  • Will I have enough income during my retirement for the lifestyle I want?
  • How can I save on taxes and keep more of the income I make?
  • What is estate planning and how do I get started?
  • Does my life insurance take care of my family at a reasonable cost?
  • How can I manage my long-term care so I am not a burden on my family?
  • Will I leave a legacy that reflects my values and desires?
  • What are my best financial strategies?
  • How do I create a retirement portfolio?
  • The comfort of knowing you have addressed these important asset management questions goes a long way toward enabling you to enjoy your life today — and your retirement tomorrow. As asset management specialists, our goal as your Prescott financial advisor is to help you do just that.

For more information on our wealth management strategies, reach our office.

Wright Wealth Management – Your Prescott Financial Advisor

3181 Clearwater Dr Ste A
Prescott, AZ 86305

(928) 777-0446

Merissa Brinkerhoff, Client Relationship Manager:
Merissa joined the Wright Wealth Management Group family in 2015. She brings over 18 years of experience in the financial services industry. Most recently as the Branch Retail Executive, VP, for BBVA Compass Bank. Merissa is an Investment Advisor Representative and holds a series 7 and 63 as well as a Life and Health Insurance License. Merissa is practically a Prescottonian. Born in Phoenix, she learned at a young age, Prescott was the place she wanted to call home. Merissa has a passion for people and believes in building strong relationships with her clients and within her community.

Outside of the office, Merissa enjoys time with family, entertaining in her home and leading worship at her church. Merissa has been married 16 years and has three children.


Financial Advisor Firm Prescott AZShanna Romo, Office Manager:
Shanna will be your first contact when you call our office and the friendly face that will greet you when you come in for an appointment. Shanna has extensive experience in the financial industry. She was the Office Manager at another financial services office for 5 years and prior to that has over 8 years experience as a bookkeeper for a small business in San Diego.

Outside of the office, Shanna enjoys traveling, reading, and spending time with her family and friends. Shanna and her husband moved to Prescott from San Diego, CA in 2004. They have three children, Kassidy, Joshua, and Katie. On the weekends, the family can be found on their boat at one of the many lakes in Arizona.


Financial Advisor Firm Prescott AZJessica McQuaid, Licensed Assistant:
Jessica joined the Wright Wealth Management Group in 2017. She began her finance career at Bank One in 1998. Jessica quickly moved up the ranks to become the youngest Branch Manager for Chase in Northern AZ. During Jessica’s 16 year tenure at Chase, she realized that the securities industry was her passion. Jessica moved to Merrill Lynch as a Licensed Assistant before joining Wright Wealth Management. She holds Series 7, 66 and Life and Health Insurance Licenses. Jessica brings industry knowledge as well as excellent customer service.

Jessica married her high school sweetheart and they have 2 children. Her and her husband feel incredibly fortunate to be able to raise their family in such a wonderful town just as her parents were able to do with her. In Jessica’s free time she enjoys spending time outdoors with her family. They love to camp and travel together exploring new places. Jessica enjoys volunteering at her children’s school and at their church in Prescott. You can often find Jessica outside in her garden playing with her kids or relaxing in her hammock.

 

Wright Wealth Management – Your Prescott Financial Advisor

3181 Clearwater Dr Ste A
Prescott, AZ 86305

(928) 777-0446

prescott arizona financial advisors advisor planner

Wright Wealth Management Group is a premier Prescott AZ investment management firm serving Northern Arizona.

We help our clients preserve and create wealth through active management strategies. Wright Wealth Management Group’s success is founded on the principles of developing trust, providing premier personal service, and establishing true diversification. We are passionate about helping our clients achieve financial peace of mind and believe that everyone should be treated like family. Integrity, honesty, and friendliness define the platinum experience we strive to give all our members.

You, our client, are our only focus.

As your Prescott financial planner, we work for you. We are your trusted advisor and advocate. Your concerns become our concerns. Your future is our business — and your business is our future.

What Can You Expect?
Through accountable practices, we ensure that every recommendation, decision and action made on your behalf is justifiable, transparent and rooted in sound financial logic. In short, we work for you. We are proud to assist you with your financial planning and advisor needs, whether it be here locally in Prescott, AZ or beyond.

Wright Wealth Management Group & Values
We believe integrity and accountability are of the utmost importance when it comes to the core values for all financial planners. And knowing this we never lose sight of why we are here. We work for our clients and our commitment to our clients’ interests first and foremost. We never take off our fiduciary “hats” to become salespeople.

What Is A Fiduciary?
A fiduciary is one who owes to another the highest duty of care, good faith, trust, confidence and candor based on their relationship. We act as fiduciaries in our relationships with our clients. And our team are ready to assist you with any, and all, of your investing and planning needs.

For more information on our services and how we can help you, reach out to our helpful advisor today.

Wright Wealth Management – Your Prescott Financial Advisor

3181 Clearwater Dr Ste A
Prescott, AZ 86305

(928) 777-0446

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3181 Clearwater Dr Ste A
Prescott, AZ 86305

Phone: (928) 777-0446
Fax: (928) 777-9088
Toll-Free: (866) 528-7233

 

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