Affluence comes with its own set of needs and challenges. Wright Financial Group, LLC provides private wealth-management services to help high-net-worth individuals develop effective wealth and investment management strategies.
Our advisors work in conjunction with clients’ CPAs and lawyers to provide comprehensive wealth management services.
Wright Financial Group, LLC provides a wide range of services that can help affluent and high-net-worth individuals grow and preserve their wealth so they can pass it on to their family and heirs in the most tax-efficient manner.
For more than two decades, the Advisors at Wright Financial Group, LLC, have helped affluent families in the Toledo area grow and preserve their wealth with services that include:
· IRA Legacy Planning
· Long-Term-Care Policies
· Asset-Preservation Strategies
· Estate Planning
· Tax-Saving Strategies