Network·Venture Capital

Wright Wealth Strategies, LLC

Unclaimed

📍 SAN LUIS OBISPO, CA

Venture Capital
www.wrightws.com

SEC CRD #801-131932

About

Home | Wright Wealth Strategies, LLC. Skip to main content menu Home Why Us Who We Are How We Work Who We Serve Resources Risk Management LPL Research Articles Events Account View Let s Meet Invest with Anticipation rather than Apprehension The intelligent investor is a realist who sells to optimists and buys from pessimists. – Benjamin Graham, American Economist, influential investor, the “Father of Value Investing” Invest with Anticipation, not Apprehension Before Andrew Wright became President and Chief Compliance Officer of Wright Wealth Strategies, he volunteered as a Marshal at the AT T Pro Am Golf Tournament at Pebble Beach for many years. Over time, he grew to know one of the caddies he often worked with, and one day Andrew asked him, “What is the most challenging aspect of caddying?” Without hesitation, the caddie replied, “Playing the golf course with my clients’ game, and not my own.” Who We Are We are a good fit for clients who: Understand the dynamic and fluid nature of their evolving wants and needs See their financial independence as a discipline, not a destination Aspire to build a long-term commitment that is of durable value Who We Serve We provide a valuable stewardship service and a collection of time-tested strategies, through processes that have been refined over time. Our client experience is defined by aligned philosophy , anticipatory service , and attentive communications . How We Work The trick is not to learn to trust your gut feelings, but rather

Key Contact

AW

ANDREW WRIGHT

CHIEF COMPLIANCE OFFICER

📞 (805) 592-1221

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AUM

$127M

Location

SAN LUIS OBISPO, CA

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