Skip to main content
Wright Wealth Strategies, LLC
menu
  • Home
  • Why Us
    • Who We Are
    • How We Work
    • Who We Serve
  • Resources
    • Risk Management
    • LPL Research
    • Articles
  • Events
  • Account View
  • Let's Meet

Educational Videos

Couple walking in a field with the ocean in the background
Li Zhang | Oct 27, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Set of keys beside miniature house
Li Zhang | Oct 13, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
Business page of a newspaper
Li Zhang | Oct 1, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
Person writing a list in a notebook
Li Zhang | Sep 22, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
Grandmother with child
Li Zhang | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
default blog image
Li Zhang | Jun 3, 2021

Video: Investing with a Financial Advisor

Investments

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

Read More
default blog image
Li Zhang | Jun 3, 2021

Video: Why Financial Professionals are Still Important

Finance

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or

Read More
default blog image
Li Zhang | Jun 3, 2021

Video: Why Financial Literacy Is Important

Finance

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Current page 2

Contact Us

Phone: (805) 592-1221
Fax: (805) 592-1222

li@wrightws.com
andrew@wrightws.com

408 Higuera St, Suite 120
San Luis Obispo CA 93401

Useful Information

ADV 2A
ADV 2B
CRS
Privacy Policy
Account View
LPL Research
Let’s Meet

Disclaimers

Andrew J Wright is a Registered Representative with and securities offered through LPL Financial, Member FINRA & SIPC. Advisory services offered through Wright Wealth Strategies, LLC, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, FL, HI, LA, MI, NM, NV, OR, SC, RI.

Wright Wealth Strategies, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Wright Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wright Wealth Strategies, LLC unless a client service agreement is in place.

Photos provided by Nakamura’s Photography.

LPL Financial Form CRS

© 2025 Wright Wealth Strategies, LLC. All rights reserved.