Wright Associates

EST. AUM
$388,105,451

CONTACTS
4

CLIENT ACCOUNTS
748

Firm Details

Metro area Pittsburgh
CRD Number 121300
Website marinerwealthadvisors.com
Client types

Overview

Wealth management is more than just financial planning or investment management; it is the professional coordination of a client's net worth. It is comprehensive, but comprehensive means all-in-one, not all-at-once. That’s why they start with the client's immediate pain point, solve it, and over time, build a personalized wealth strategy for the client. They organize all of the client's assets (what they own) and liabilities (what they owe) while tying in prudent risk and tax management strategies. Their idea of wealth management evolves and adapts to changing circumstances. The client does not stand still, and neither should their plan. Having a wealth structure in place helps the client make good money choices, at the right time, with the right information. When a client works with them, they integrate every aspect of the client's financial life and put the client in control.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wright Associates

Platform Details

Investment Preferences

Alternative Activity

Address

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