Wealth Management

Wright Financial Group, LLC provides attentive service to help high-net-worth individuals develop effective wealth- and investment-management strategies. We work in conjunction with your CPAs and attorneys to provide comprehensive wealth-management services. If you desire generational income, estate planning, income tax strategies, or you have philanthropic goals, we can help develop a tailor-made plan for you and your family.

We provide a wide range of services to help you grow and preserve your wealth so you can pass it on to your family and heirs in the most tax-efficient manner. For more than three decades, the Advisors at Wright Financial Group, LLC, have helped affluent families in the Toledo area grow and preserve their wealth.