First Canadian Place
100 King St. W, 38th Floor
Wright Wealth Advisory's mission is to provide families peace of mind by offering them one point of contact for all of their wealth needs. Our practice is founded on a strong belief in integrity, discipline, and expertise.
Our philosophy is based on three core beliefs:
Our process is very straightforward. We begin by finding out where you are today (financially speaking - what you own, what you owe, your income & expenses, etc.), what you are trying to accomplish (what your goals and values are), and how much time you have in which to accomplish it. Once that is complete, we develop a wealth plan; a blueprint for reaching your goals. Lastly, we design a portfolio which, at long-term historical rates of return, will get you where you need to go.