The intelligent investor is a realist who sells to optimists and buys from pessimists.
– Benjamin Graham, American Economist, influential investor, the “Father of Value Investing”

Invest with Anticipation, not Apprehension

Before Andrew Wright became President and Chief Compliance Officer of Wright Wealth Strategies, he volunteered as a Marshal at the AT&T Pro Am Golf Tournament at Pebble Beach for many years. Over time, he grew to know one of the caddies he often worked with, and one day Andrew asked him, “What is the most challenging aspect of caddying?”

Without hesitation, the caddie replied, “Playing the golf course with my clients’ game, and not my own.”

Who We Are

We are a good fit for clients who:

  • Understand the dynamic and fluid nature of their evolving wants and needs
  • See their financial independence as a discipline, not a destination
  • Aspire to build a long-term commitment that is of durable value

Who We Serve

We provide a valuable stewardship service and a collection of time-tested strategies, through processes that have been refined over time.  Our client experience is defined by aligned philosophy, anticipatory service, and attentive communications.

How We Work

The trick is not to learn to trust your gut feelings, but rather to discipline yourself to ignore them.
– Peter Lynch, American investor, mutual fund manager, author and philanthropist