Adam Wright
CFA®, CFP®
Wright Associates
Managing Partner
Adam Wright
CFA®, CFP®
Wright Associates
Managing Partner
As a fee-only financial planner, I am dedicated to helping retiring professionals make the right retirement choices today and in the future. - Adam Wright, CFA®, CFP®
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
Adam Wright is a Pittsburgh, PA fee-only financial planner. His firm, Wright Associates, specializes in retirement planning and integrating your goals with taxes, risks, and investments into a custom plan. Adam wants you to mark "Financial Independence Day" on your calendar. He will help you get their with confidence.
As a fee-only, fiduciary, and independent financial advisor, Adam Wright is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice so you can retire with confidence.
Adam Wright, is a Managing Partner at Wright Associates in Pittsburgh, PA.
When Adam’s nose isn’t stuck in a book you can find him taking a long walk with his Golden Retriever, Shaggy. Haven’t met the dog yet? Stop by the office or come along on a walk, he spends most days at the office with Adam. Adam lives in Upper St. Clair with his wife and two children.
Designations and Education
- Chartered Financial Analyst, 2016
- CERTIFIED FINANCIAL PLANNER™, 2019
- Bachelor of Science, Supply Chain and Information Systems, The Pennsylvania State University
- Master of Business Administration, University of Pittsburgh, Katz Graduate School of Business
- Beta Gamma Sigma
Adam Wright is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
You want to reach a point in your life where you can work as much or as little as you want. Some call this “retirement.” At Wright Associates, we call it “financial independence.”
Here’s the thing, though: There is so much noise around retirement planning. Knowing which generic advice to apply to your circumstance can be disorienting.
If you’re like most people, your retirement plan is based on “hoping for the best”. You want to make the right retirement choices today, but don’t know if you are.
We believe: You deserve to have a plan that lets you live your retirement by design, not by default.
That’s why we’ve devoted our professional lives to ensuring that the “what ifs” of tomorrow don’t wreck the joys of today. In other words, we want you to mark “Financial Independence Day'' on your calendar, then get there with confidence.
Here’s how we’ll help:
- Get a plan. After spending several sessions getting to know you, your goals, and your finances, we’ll build a retirement plan with words you can understand that clearly covers how you’ll get from where you are now to where you want to be.
- Get a friend. No good retirement plan is etched in stone. Your plan should evolve as your life does. Our financial planning process and our commitment to cap the number of clients each of our advisers serve, ensures your plan never collects dust.
- Get the most out of life. Stop wondering if your best interests are being served, if you’re paying too much in taxes, or if you’re on track for your goals. With regular, customized reporting and a team a call away, you’ll always know right where you stand.
Schedule a call to start the conversation.
We understand how difficult it can be to know who to trust with so much at stake, so our process is intentionally designed to eliminate the pressure. Your initial retirement plan, often including a dozen or so recommendations, is complimentary. It will give you a glimpse at who we are, how we work and, ultimately, if we’re your best fit.
So, schedule a call and let’s explore a plan that dials down the worry and cranks up the confidence!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Retirement Planning
- Retirement Income Planning
- Tax Planning
- Risk Management
- Investment Management
Ideal Clients
- Retirees and Near Retirees
- Small Business Owners
- Professionals
- Retirement Savers 50+
- At least $1,000,000 Saved
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Adam Wright is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Adam Wright is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Adam Wright is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Adam Wright is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Adam Wright is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Adam Wright
Office Locations:
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61 McMurray Road
Suit 204
Pittsburgh, PA 15241-1633
