Your Wealth Engineered
Your Wealth Engineered
Financial Advice for Mid and Late Career Professionals
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You're Building a Life. We can Plan for it
You're Building a Life. We can Plan for it
You're in the heart of your career, and your financial life is getting more complex. You're tackling exciting goals like saving for a new home or your kids' college tuition, and you're thinking seriously about what your own retirement will look like. Maybe a new financial event, like receiving an inheritance, has complicated your plans. When you're entrusted with your family's legacy, it’s natural to feel the weight of responsibility and ask, "What's the smartest way to manage this for the future?"
As the gravity of your choices increases, so does the risk of going it alone. This isn't just about managing money; it's about having an experienced, trusted partner.
We'll review a dynamic model of your finances and explore the long-term impact of your most important goals—like buying a new house, helping with college tuition, or taking a dream vacation—and see how they affect your future. You maintain ongoing access to your model, empowering you to update your plan and explore the outputs in your own time. The result is the confidence to act. A clear, actionable plan often reveals that a goal is achievable sooner than you thought possible.
Retire with Confidence
Retire with Confidence
For clients nearing or in retirement, your financial goals shift from accumulation to strategic optimization. Questions become more complex and the stakes are higher. You may face uncertain healthcare costs or concerns about rising costs of living. We use high-fidelity modeling tools to ensure your financial comfort, confidence, and security through your retirement years.
I can help you:
Make your money last longer through tax-efficient strategies for your Roth IRAs, 401(k)s, and taxable accounts.
Maximize your income by modeling the long-term financial impact of taking Social Security at different ages.
Design a plan to support your lifestyle but also to confidently prepare for the legacy you wish to leave.
MEET
MEET
Ross Wright
Ross Wright
In the traditional financial world, an advisor's job is often about selling a product. Wrightpoint was founded to be the opposite. Clients come first, and their goals are the central focus of every conversation.
My path to financial advising is the greatest advantage I bring to your portfolio and financial plan. I earned my Master of Engineering from the University of Louisville JB Speed School and spent a decade performing advanced risk assessments on critical infrastructure as a Professional Engineer. My expertise is analyzing complex systems, identifying potential threats, and recommending solutions. I bring that exact mindset to your financial plan.
Transparent Pricing
Transparent Pricing
Many traditional advisors outsource core functions, leading to internal fees that burden the client. As an independent firm, Wrightpoint Wealth maintains significant structural cost advantages by cutting out those layers of expense—and returning those savings directly to you. Learn more in your client materials.
My Fiduciary Promise
My Fiduciary Promise
Wrightpoint Wealth is independently owned, and operates solely as a fee-only fiduciary practice.
This means I never receive commissions, kickbacks, or referral fees for recommending products.
My advice is legally and ethically bound to prioritize your financial well-being.
I don't chase growth; I focus on the long-term success of a small group of families. This ensures every client receives the personal attention and dedicated partnership they deserve.
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