Meet Wright Wealth Management Group, your Prescott Financial Advisor
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.
We are comprised of highly-qualified financial advisors serving Prescott and all of Northern Arizona. Financial planning can be as simple as providing suggestions for reducing your insurance expenses or as complex as revising and implementing a comprehensive pre-retirement strategy.
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
(928) 777-0446
Shanna 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.
Wright Wealth Management – Your Prescott Financial Advisor
(928) 777-0446
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
(928) 777-0446
Connect
3181 Clearwater Dr Ste A
Prescott, AZ 86305
Phone: (928) 777-0446
Fax: (928) 777-9088
Toll-Free: (866) 528-7233
Contact Us
Check the background of your financial professional on FINRA's BrokerCheck
Securities offered through Center Street Securities, Inc. (CSS), a registered Broker-Dealer and member of FINRA & SIPC. Wright Wealth Management Group is independent of CSS.
Please be advised that presently, Chris Wright holds FINRA Series 6,7,26 and 63 and 65 licenses in Alabama, Arizona, Alaska, California, Colorado, Florida, Georgia, Idaho, Indiana, Michigan, Nevada, Ohio, Oregon, Texas, Utah, Washington and Wisconsin. He also is an Investment Advisor Representative in Arizona. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Chris Wright before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value are are subject to investment risks including possible loss of principal.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Contact
3181 Clearwater Dr Ste A
Prescott, AZ 86305
Phone: (928) 777-0446
Fax: (928) 777-9088
Toll-Free: (866) 528-7233
Quick Links
- HOME
- OUR FIRM
- SERVICES
- CLIENT ACCESS
- TD AMERITRADE
- NETXINVESTOR
- CLIENT ACCESS
- GET STARTED
- EVENTS & ARTICLES
- CONTACT