We help busy professionals, primarily in the legal field, manage their finances, so that they make more money. Our team is focused on client service and is detail oriented in managing the financial lives of our loyal clients.

Full Service Solution

Wright Wealth Management is a full-service wealth planning group that offers a combination of sophisticated financial planning and comprehensive portfolio management, providing high-net worth individuals with a full suite of financial services to meet their needs and maximize their after-tax returns.

At the Wright Wealth Management Group, our experts collaborate with other advisers, including your accountant and lawyer, to coordinate and ensure that everyone is working in alignment to achieve your financial goals and objectives.

 

Investment Management

Our results stem from concentrating on the core principles that characterize the Wright Wealth Management approach to investment management, including a commitment to innovation, a systematic process, detailed risk management, a collaborative investment style, and a relentless focus on consistent results over the long run.

 

Retirement Planning

Early planning for retirement is crucial because it usually takes many years to accumulate the necessary funds to live comfortably when you no longer enjoy the advantages of a salary or income from your business. If you begin your investing early in your working life, it will allow funds to compound and grow over the subsequent decades, so that you have substantial resources for navigating your retirement years. Our team can help you formulate a retirement plan, and optimize and use various financial instruments (i.e. TFSAs, RRSPs, RRIFs, etc.) available to help achieve your goals.

 

Business Planning

We work with many business owners and entrepreneurs, and advise them as to how they can reduce taxes and management fees, optimize their asset structure, and mitigate risk in their business. We also collaborate with business brokers and lawyers if you are considering acquiring or exiting a business.

 

Tax Planning

We will help you arrange your financial affairs so as to minimize your taxes. There are three primary ways to minimize your taxes, and each method may have several variations. You can reduce your income, increase your deductions, and take advantage of tax credits. During our initial consultation, our team will review your financial situation and help you establish a comprehensive tax strategy.

 

Insurance Planning

Insurance is a vital element of a complete financial plan. Various kinds of insurance will help protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death.

The insurance decisions you make should be based on your family, age, and economic situation. There are many forms of insurance and, unfortunately, as each person’s circumstance is different, there is no one size fits all formula. Learn more about our insurance solutions.

 

Estate Planning

From complex estate decisions to succession planning, our team of wealth management experts can help you craft a financial plan that arranges the distribution of your wealth. Let us help your life’s work of wealth building become a legacy that will secure your family’s future and future generations to come.

 

Charitable Giving

Giving back to those in need is a key planning priority for many of our clients. Making charitable contributions is important to many of our clients, and we offer our clients advice on how to give most effectively. Our experts can help you give tax efficiently using cash flowing investments.

 

Schedule an introduction with Terry Wright
to discuss your financial situation
and secure your financial future

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