History
Kathleen Wright founded Wright Associates with the sole intention of providing exceptional, fiduciary wealth management services to clients here in Pittsburgh. Investment management: We leverage sound fundamentals and our team's experience and technical skills to achieve your unique goals. As an independent RIA, we're completely agnostic to providers and products, so the entire investment marketplace is available to serve your needs. Retirement planning: You only get to retire once; choosing the right adviser can make all the difference. From investments and cash flow to maximizing Medicare and social security benefits, we've helped over 100s of clients retire in comfort and with complete confidence. Cash flow management: We work with you to create a detailed accounting of all inflows and outflows, and develop a methodical plan to help you save and contribute consistently to your investment accounts. Saving and investing are the engine of your financial planning strategy.
Specialties
We specialize in helping individuals save more, invest better, and achieve financial independence sooner; families set financial goals, implement a plan, and get your free time back; retiring professionals define your ideal post-work life and create a plan to get there so you can retire with confidence.