Cade Wright Email & Phone Number

My father's retirement was almost wiped out by the Dotcom Crash of 2000. He was already retired and had limited means to rebuild. His holdings were bought at the recommendation of an unscrupulous broker. I know from experience what can happen to your plans and dreams when your life savings vanish. This was my main motivation for becoming a financial advisor. I don't want to see that happen to anyone else, it can be avoided. I want to find out what's important to YOU, and why. I'll take you through my established process to build personalized strategies that help you meet your financial goals. I'll continue to partner with you over the long term making adjustments when needed to keep you on track. Whether you're looking into 401K options after changing careers or would like to consider college savings for children, I'm happy to discuss your options./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Finance, Wealth Strategies, Financial Analysis, Strategic Planning, and 6 others.

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  Financial Advisor | Focusing On Solutions For Business Owners And Retirees.

  Edward Jones

  Apr 2017 - Present - Wimberley, Tx

  I began my Edward Jones career in 2016 in Wimberley. My branch office administrator, Ginger Walden, and I are committed to understanding your goals and partnering with you to achieve them, while providing superb service and excellent advice. My ideal client is serious about planning for the future and willing to meet at minimum once a year. Some people think that everyone's investment goal should be the same, to make as much money as possible. And, in the absence of risk, I'd agree. However, my father's retirement savings was almost wiped out by the dot-com bubble of 2000. He was recently retired at the time and had limited means to rebuild. His holdings were purchased at the recommendation of an, at best, careless advisor. I know from personal experience what can happen to your plans and dreams when your life savings evaporate, and I don't want to see that happen to anyone else.What my clients have found is that we can do much more than simply help you allocate your portfolio. I want to find out what's important to YOU, and why. I'll take you through my established process to build personalized strategies that help you meet your specific financial goals. Then, I'll continue to partner with you over time, making adjustments when needed to help keep you on track.I grew up in San Marcos, where my parents still reside. I have a bachelor's degree in economics from Texas Tech University. My wife, Jen, and I live in Wimberley by design; we chose Wimberley because of its beauty and the strong sense of community. We share our home with our three dogs - rescues Rudy and Chloe, and new puppy, Ellie. I am active with the Wimberley Chamber of Commerce and serve on the Wimberley Lions Club Board of Officers. We are blessed to be a part of this town and give back to our community.