About Me
I established Wright Wealth Management LLC, a Registered Investment Adviser in the State of Washington, after 21 years of experience helping clients uniquely identify, understand, and implement customized strategies for achieving their financial priorities.
I have a passion for helping clients organize their financial lives, and provide them with the
peace of mind that comes with having a plan in place that is tailored specifically to their personal situation. I take seriously the trust and confidence clients place in my advice, and continually strive to ensure my responsibility to them as a fiduciary is always achieved.
First registered as a General Securities Representative in 1990, I successfully completed the Uniform Securities State Law Exam in 1990, the Uniform Investment Adviser Law Exam in 1998, and the General Securities Sales
Supervisor Exams in 2000.
I completed my education at the University of Washington Bothell where I earned a Bachelor of Arts in Business Administration with dual concentrations in Finance and International Business with a cumulative GPA of 3.98. I graduated Summa Cum Laude and was honored to be selected as class Valedictorian. I was selected to join the International honors society Beta Gamma Sigma, and continue to remain engaged with the University in many ways.
My experience includes senior leadership roles with Charles Schwab as Managing Director, where I helped establish a national presence for Schwab Private Client services and the hiring, training, and ongoing leadership of Financial Consultants in WA, CA, OR, ID, and AK. Additionally I served as Western Region Affluent Director leading initiatives to support high net worth clients, and Branch Manager in Bellevue WA. In 2004, I sought out the role of Vice President – Financial Consultant where I served clients in both the Wealth Accumulation and Wealth Preservation stages of their lives, having ultimate responsibility for greater than $400,000,000 of client assets.
I have a passion for helping clients organize their financial lives, and provide them with the
peace of mind that comes with having a plan in place that is tailored specifically to their personal situation. I take seriously the trust and confidence clients place in my advice, and continually strive to ensure my responsibility to them as a fiduciary is always achieved.
First registered as a General Securities Representative in 1990, I successfully completed the Uniform Securities State Law Exam in 1990, the Uniform Investment Adviser Law Exam in 1998, and the General Securities Sales
Supervisor Exams in 2000.
I completed my education at the University of Washington Bothell where I earned a Bachelor of Arts in Business Administration with dual concentrations in Finance and International Business with a cumulative GPA of 3.98. I graduated Summa Cum Laude and was honored to be selected as class Valedictorian. I was selected to join the International honors society Beta Gamma Sigma, and continue to remain engaged with the University in many ways.
My experience includes senior leadership roles with Charles Schwab as Managing Director, where I helped establish a national presence for Schwab Private Client services and the hiring, training, and ongoing leadership of Financial Consultants in WA, CA, OR, ID, and AK. Additionally I served as Western Region Affluent Director leading initiatives to support high net worth clients, and Branch Manager in Bellevue WA. In 2004, I sought out the role of Vice President – Financial Consultant where I served clients in both the Wealth Accumulation and Wealth Preservation stages of their lives, having ultimate responsibility for greater than $400,000,000 of client assets.
Wright Wealth Management, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is notappropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.