Carmel Valley Office
13766 Center Street
Lannie Wright - Financial Advisor
Certified Plan Fiduciary Advisor
Financial Planning the Wright Way
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.
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.
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.
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.
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.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
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