Wright Financial Group, LLC

About Us

Mission statement

“At Wright Financial Group, our mission is to educate clients on an ongoing basis as to their best options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement planning mistakes, and enjoying a lifetime of financial stability.”

A Few Words About Us

WE Are a
full-service financial firm

Wright Financial Group, LLC is a full-service financial firm dedicated to helping individuals and families meet their immediate and long term financial goals and objectives. We teach clients how to better enjoy more reliable portfolio growth and preservation through more conservative investment options. We also encourage our clients to make smart, sound choices with their personal fixed income portfolios. At Wright Financial Group, we educate our clientele on making strategic retirement planning decisions and utilizing the essentials of wealth management tools. As a financial advisory firm, we carry  a fiduciary responsibility to all of our clients, to act and serve with their best interest in mind.

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Our Story

Wright Financial Group, LLC was founded by David Wright, CLU, ChFC. David has established a strong name for himself and his company throughout Toledo and its surrounding cities, not just as a financial advisor, but as a trustworthy and respectable member of his community. With over 30 years of experience as a financial advisor, David’s knowledge has helped many individuals and families reach sound, reliable futures for themselves and their loved ones. Those individuals who have had their assets in the fixed income sector have been provided with broad market returns for some time now. At Wright Financial Group, our team of professionals work together in providing exceptional care, customer service, and due diligence to all of our clients. We know that not everyone’s financial situation is the same. Therefore, we provide tailor-made, personalized financial portfolios designed for each and every individual we meet.

Meet Our Team

David Wright
Owner
Riley Carson
Administrative Assistant
Ana Wright
Marketing Coordinator / IT
Life Insurance Representative
Michele Swartz
New Business

Riley Carson

Ana Wright

Ana Wright is a native of Lima, Peru and has lived in Toledo, Ohio for the past decade. She graduated from Tecsup University in Lima, Peru with a degree in Electronics, and gained her IT and Marketing degrees from ITT Technical Institute in Florida. Ana is married to Matthew Wright and has two beautiful children, Olivia and Jacob.

She enjoys working with clients in the area of customer service and creating the “WOW” experience for our clients. 

Michele Swartz

Michele Swartz, a resident of Perrysburg, Ohio, is married and has a daughter who lives in Canton, OH. She has been Dave’s Administrative Assistant for 21 years and is a valuable, experienced member of Wright Financial Group. She handles client services and new business operations on a daily basis, and is well-known and respected by David’s clients.