The Wrightbridge Company, Inc. provides customized financial planning and advisory services based on a comprehensive evaluation of the client's needs and goals.  Since Wrightbridge does not provide asset management services, clients of the firm must be willing to implement recommendations that are made during the financial planning process.

     Although comprehensive plans are available, Wrightbridge also assists clients, who range from young professionals to active retirees, by providing advisory services on a limited basis, including one or more of the following areas:

  • Budgeting and cash flow planning
  • Tax planning
  • Systematic savings plans
  • Investment planning, including asset allocation and specific recommendations
  • Education funding strategies
  • Retirement planning
  • Risk management (life, health and long-term care insurance)
  • Estate plan reviews

    An in-person initial consultation is required for prospective clients in order to determine which Wrightbridge planning services may be appropriate.  There is no charge for the initial consultation.

     Fees are based on the complexity of the client's financial situation and the planning project and are calculated at an hourly rate of up to $350.  Fees for a financial plan are quoted prior to an engagement.  One-time, hourly consultations are not available.

     Since The Wrightbridge Company, Inc. does not manage assets, there are no minimum asset requirements for clients and recommendations are not influenced by the amount of assets available to be placed under management.

     Becoming a client of Wrightbridge requires execution of the firm's Financial Advisory Agreement and receipt of Form ADV Part 2.

 

 

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