Wright Financial & Business Advisors is a financial advisory firm that helps successful entrepreneurs develop a clear vision and strategic plan that encompasses their personal, financial and business goals, to maximize the benefits for this and future generations. Wright Financial & Business Advisors is a state registered investment advisory firm and may only conduct business within the State of California.
To learn more about our firm use the links for an introduction to our firm, learn about our services, or current news and events. If you have immediate questions use the Contact Us link or give us a call at (559) 228-8375.
To learn more about our firm use the links for an introduction to our firm, learn about our services, or current news and events. If you have immediate questions use the Contact Us link or give us a call at (559) 228-8375.
Services
From Investment Planning to highest level service Strategic Wealth Management we offer a range of services designed to meet you at the appropriate level. All of our investment advisory services are offered strictly on a fee basis. We earn no commissions for recommendations of investment products. Level 1 Services are defined by us as the "traditional" approach to financial services where we are retained to solve a client problem.
Wright Financial & Business Advisors is a financial services firm that specializes in working with owners of closely held businesses. Our principal, David J. Wright is a registered investment advisor and California licensed insurance agent. In 1980, John Wright left the insurance agency he was working with as their employee benefits specialist to go out on his own.
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