Wright and Associates

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Wright and Associates
Team photo for Wright and Associates

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Advisors

Advisor photo for Joseph Allen

Joseph Allen

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Joseph Allen's website
Advisor photo for John Wright

John Wright

MBA, ChFC®

Private Wealth Advisor

President of Wright and Associates
Visit John Wright's website
Advisor photo for David Wright

David Wright

CRPC

Financial Advisor

Visit David Wright's website
Advisor photo for James Wright

James Wright

CRPC

Financial Advisor

Visit James Wright's website
Advisor photo for Scott Craven

Scott Craven

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Scott Craven's website


Team

Lilli Bird

Lilli Bird

Client Relationship Manager