Robert Wright Accredited Investment Fiduciary(425) 427-1875
Having started in the Investment business in 1991, I manage an Investment advisory practice based in Issaquah, WA that caters to small business owners and high net worth families. Portfolio management is based upon the clients’ objectives, goals, and risk tolerances. Asset Allocation, Balance, and Risk Management are critical to portfolio design. My practice also utilizes a vast array of Alternative Investments that also may be suitable for some investors.
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.