Meet Wright Wealth Management Group, your Prescott Financial Advisor

INVESTMENT AND FINANCIAL PLANNING

Our Investment Philosophy

Our Prescott financial plannerChris Wright, will begin your investment management process by analyzing your current financial position. In the scope of portfolio management, we carefully review your cash flow needs, discuss risk tolerance, examine all of your current investments, strategies and policies, and complete an analysis to establish both short and long term goals.

We then begin the process of designing the optimal portfolio management plan for you that addresses both strategic (long term) and tactical (short term) investment strategies against the backdrop of current capital markets. Wright Wealth Management proposes optimal asset allocation strategies, and will advise you on investment alternatives and modern portfolio concepts. This is a comprehensive, fully-integrated, individualized financial strategy combining state-of-the-art technology with decades-long investment management expertise.

On an ongoing basis, our Prescott financial planner will monitor and supervise all investment programs. You can expect to meet with Chris for a bi-annual performance review.

Connect

Questions? Concerns? Let us help. Connect with an advisor and let us hone your investment strategy. Simply complete this form and we’ll contact you via your choice of email or phone, or use the provided links to interact with us.

Virtual contact is great, but sometimes you want human interaction. Relax, we’ve got you covered. Simply call us at the numbers provided below, and visit our office at the following address:

Address

3181 Clearwater Dr Ste A Prescott, AZ 86305

Email Address

shanna@wrightwealthadvisors.com

Phone Number

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

Followe Us

Get our On-Demand Masterclass for free and learn about the key strategies to retirement planning