Adam Wright, CFP^®

CFA,

Owner and Senior Financial Adviser

61 McMurray Rd, Ste 204
Pittsburgh, PA 15241-1633

FINANCIAL ADVISOR'S WEBSITE

www.kswrightassociates.com

(412) 854-2100 CONNECT WITH Adam

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Demand a Fiduciary and demand fee only. We charge a declining percent of assets managed, such that the more we manage, the lower the effective rate. We earn no commissions from any product. Our value is our advice.

Minimums

HOUSEHOLD INCOME MINIMUM

$150,000

Investable Asset Minimum

$500,000

My Links

Company Website

Company LinkedIn

SEC Adviser Information

Brochures

Form ADV

Form CRS

General

Adam Wright is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Pittsburgh, PA and the surrounding communities.

Financial Advisor Overview

There's so much noise around retirement planning. With so much on the line, trust a fiduciary. We are a fiduciary, and when you work with us, your best interests come first. No matter what. Here are a few things you should know: 1. We invest like we advise. 2. We tell it like it is. 3. We don't hide fees. Our process is intentionally designed to eliminate the pressure. So, our initial retirement plan, often including a host of tailored recommendations, is complimentary. It will give you a glimpse at who we are, how we work and, ultimately, if we’re your best fit.

Financial Advisor Experience

I have over 10 years experience helping professionals retire and make the right choices with their money so that they can mark "Financial Independence Day" on their calendar. My approach to retirement planning is comprehensive and integrates your goals with taxes, risks, and investments.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)

Broker-Dealer Disclaimer

Please note: I AM A FEE-ONLY FIDUCIARY. This means I do not sell financial products and am attempting to reduce conflicts of interest. I will help you find the right provider and be your advocate along the way.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Men's Finances