At The Person Wright Financial Group, we offer the resources and flexibility to provide you with personalized investment planning services. 

Investment planning is an ongoing process of preparing for and reacting to critical financial events.  Critical financial events can be as diverse as retiring, receiving an inheritance, or buying a new home.  Our resources and experience help you prepare for such events so that you are ready to pursue your financial and lifestyle goals.  To do this effectively, we not only integrate high-quality investments into your plan but also offer insurance and liability management strategies to help mitigate risk.

During our initial meeting, we will discuss your goals, risk tolerance, and objectives, and our overall approach to investment planning.  The purpose of this meeting is for each of us to determine whether or not we are a good fit.  Our experience is that this is the foundation of a solid, long-term relationship.

This website will introduce us, our team, and our approach to investment planning.  We look forward to meeting you.

$445 Million in Total Assets Under Management*


*Approximate as of 06/30/2024