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Welcome to the family!

Welcome to the family!

When working with us, you're part of the family. We have been working with generations of families since 1977.  Our family run practice has decades of experience in financial services. We can help address your needs today and for many years to come.

Meet Our Team

David Wright

David Wright

Owner, LPL Financial Advisor, CRPC

(862)-350-4412

(862)-350-2148

Frederick Wright

Frederick Wright

Owner, LPL Financial Advisor

(862)-350-4468

(862)-350-2148

Meredith Wright

Meredith Wright

Practice Manager

(862)-350-4368

(862)-350-2148

Your Process

Your Process

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

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