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About RL WRIGHT & ASSOCIATES, LLC
RL WRIGHT & ASSOCIATES, LLC is a financial advisory firm with a team of experienced professionals dedicated to providing top-notch financial services to clients. With years of experience and expertise in the industry, RL WRIGHT & ASSOCIATES, LLC has successfully helped numerous clients achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
- Comprehensive financial planning
- Customized investment portfolios
- Retirement planning
- Estate planning
- Tax planning
- Educational workshops and resources
- Dedicated and personalized client service
Facts and Insights
RL WRIGHT & ASSOCIATES, LLC was founded in 2005 and is headquartered in New York, NY. The firm has over $500 million in assets under management and a team of 10 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million+ | 10 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
- Financial education resources
Client Types
RL WRIGHT & ASSOCIATES, LLC caters to a diverse client base, including:
- Individuals
- Families
- Business owners
- Healthcare professionals
- Corporate executives
- Retirees
- High net worth individuals
Fees & Compensation
RL WRIGHT & ASSOCIATES, LLC has a transparent fee structure and charges a percentage of assets under management as their management fee. The firm also offers hourly or fixed-fee options for certain financial planning services. Clients are always made aware of the fees and compensation structure before engaging in any services.
Background
The founder and principal advisor of RL WRIGHT & ASSOCIATES, LLC, Robert Wright, has over 30 years of experience in the financial industry. He is a Certified Financial Planner with a strong track record of helping clients achieve their financial goals. The firm’s team of advisors also holds various industry certifications and constantly strives to stay updated with the latest industry trends and regulations.
Financial Advisor Disclosures to Know
RL WRIGHT & ASSOCIATES, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). The firm and its advisors adhere to the strict standards and regulations set by the SEC and always act in the best interest of their clients.