Wright Financial is a registered investment advisor based in Rockland, Massachusetts, founded in 2026 by Erica L. Wright. Wright Financial provides ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. For portfolio management, Wright Financial creates a personalized investment policy statement and uses a variety of analysis methods, including charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis. The firm may also allocate client assets to sub-advised programs managed by SEI Investments Management Corporation. Wright Financial generally limits investment advice to mutual funds, fixed income securities, equities, exchange-traded funds, and inflation-linked bonds, though margin and options trading may be utilized where appropriate. In addition to investment management, Wright Financial offers comprehensive financial planning covering areas such as retirement, taxes, insurance, college funding, and debt management. Wright Financial operates as a fiduciary, meaning the firm is legally required to act in your best interest when providing investment advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees are charged as a single rate or tiered rate not exceeding 1.50% annually, and fees are generally negotiable.