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.
Wealth Management Services Include:
IRA Legacy Planning
Long-Term Care Policies
Asset Preservation Strategies
Contact us today for a complimentary, no-obligation consultation.