Because we are Independent Financial Advisors, we are not tied to any particular family of funds or investment products. This means that we have access to a multitude of funds across many platforms allowing us to truly tailor your investments to fit your unique needs. We will work with you to develop a customized plan for a secure financial future.
It is never too early to start investing. The only way to get ahead is to get started.
At Wright Wealth Management, we offer the following services:
Financial Services
- Wealth Management
- Financial/Retirement Planning
- Risk Analysis of Investments
Securities & Investments
- Mutual Funds
- Managed Advisory Accounts
- Third-Party Managers
- Alternative investments
- Individual stocks and bonds
- College Savings Plans
- CDs
Retirement Plans
- 401k Plans
- SIMPLE IRAs
- SEP IRAs
- IRAs – Traditional and Roth
- 401k Rollovers
Annuities
- Fixed Annuities
- Variable Annuities
- Indexed Annuities
Insurance
- Term Life
- Universal Life
- Whole Life
- Variable Life
- Long-Term Care – Indiana Partnership Plan
