Angela Wright
Financial Planner | Founder | Passionately Providing Financial Planning the Wright Way
- Role
- Founder and CEO at Wright Wealth Management
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
Experience
Founder and CEO
May 2024 — Present · Walnut Creek, CA, US
At Wright Wealth Management, we believe money exists to fulfill a purpose. How do we define that purpose? It all begins with you and your unique vision for your life. Prioritizing your considerations, goals, wants and needs, and the legacy you want to leave. These are just a few of the elements behind the true essence of money. Our holistic financial planning approach includes the following services: • Investment Portfolio Management• Retirement Income Planning • Tax Planning • Social Security Timing • Charitable Giving • Family Legacy Planning The ultimate goal of Wright Wealth Management is for you to walk away from every interaction feeling excited and confident about today, tomorrow, and the distant future. Imagine never again wondering if, when, and how your wealth can serve you - that is the Wright Way.
Skills
- Strategic Planning
- Public Speaking
- Portfolio Management
- Asset Managment
- Asset Management
- Financial Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.