Carmel Valley Office

13766 Center Street

Suite 210
Carmel Valley, CA 93924
<strong><i>What does, "Financial Planning the Wright Way," mean?</i></strong>

What does, "Financial Planning the Wright Way," mean?

It's pretty simple to realize that the phrase is a play on words. But, it's more than that. In order to understand, The Wright Way, you need to know the man behind the concept - Lannie Wright. Since the beginning of his time in the financial services industry, his focus has been on the "service" part. Of course, there are many facets to the business. Too many to list here. But, if you can set aside all of the technology and products for a moment, you'll realize that the most important component is the drive necessary to take care of you. 

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So...Who's driving you to make decisions about your finances and wealth? Making financial decisions is a difficult process and takes time and energy to do it the Wright way. 

When I started using the term #financialclutterbuster it wasn't a random act or decision. It was a depiction of how people are when they come to the end of their road and ask for help. There is a method to the madness and I believe we can help you get where you need and want to go. Click the button to find out more. 

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<strong>Our Process</strong>

Our Process

We create strategies that are tailored to your needs and goals. Sometimes there's a shadow of doubt and sometimes your need a little help figuring out how to move forward. We can help you do that. 

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<strong>Our History</strong>

Our History

Years of experience have prepared us to guide you through your life's roads. Somedays are as complicated as the sign above. However, with a good map and a little direction, we can get through even the more complex areas. And sometimes, you just need a little help and guidance. That's where we come in. 

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<strong>Our Values</strong>

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. However, those values need to be earned. We stand ready to earn our place in your financial world. 

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

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