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Edward J. Wright Email & Phone Number

Speaker/Partner I help retirees and pre-retirees protect against long-term care costs, minimize taxes, fees, and market risks in retirement by providing a personalized Roadmap for Retirement℠. at Golden Reserve
Location: Bellbrook, Ohio, United States 10 work roles 1 school
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Current company
Golden Reserve
Role
Speaker/Partner I help retirees and pre-retirees protect against long-term care costs, minimize taxes, fees, and market risks in retirement by providing a personalized Roadmap for Retirement℠.
Location
Bellbrook, Ohio, United States
Company size
15 employees

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Edward J. Wright is listed as Speaker/Partner I help retirees and pre-retirees protect against long-term care costs, minimize taxes, fees, and market risks in retirement by providing a personalized Roadmap for Retirement℠. at Golden Reserve, a company with 15 employees, based in Bellbrook, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Edward J. Wright.

Edward J. Wright previously worked as Partner at Golden Reserve and Senior Retirement Planner at Golden Reserve. Edward J. Wright holds Bachelors Of Science, Business; Finance, Investment from Wright State University.

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Golden Reserve

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Profile bio

About Edward J. Wright

Edward Wright is a Partner of Golden Reserve helping guide and protect pre-retirees and retirees THROUGH retirement. His expertise lies in helping individuals identify their primary risks in retirement and structuring a process to protect against long-term care costs, minimize taxes, fees, and market risks in retirement by providing a personalized Roadmap for Retirement℠►►► Are you retiring soon or already retired and concerned about how you will navigate retirement?Golden Reserve thinks about life and investments a lot like climbing Mt. Everest. And just like Everest, a large number of retirees are well equipped to get up the mountain and successfully make it to retirement!Now that you have made it to retirement you have to think about getting down and it can be harder.Have you thought about the following:►When you take money out of your 401ks and IRAs, do you have a plan for paying the taxes?►Do you plan to follow Uncle Sam's plan for your IRAs and 401ks so he can get a large portion of it?►Do you know exactly what you are paying your advisor?►Do you know exactly what you are paying your investment managers in addition to your advisor?►Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn such as the one from 2008? ►Do you have a plan for long term care costs that will protect your assets from the government and the nursing home?►Do you know when you can retire or how much money you would need to retire comfortably to maintain your lifestyle and actually enjoy retirement?These are some of the many questions that I can help you solve.Avoid this: “Working hard your whole life, building a great nest egg, but risking everything due to lack of proper planning…”If you need help with this, feel free to reach out at ed.wright@goldenreserve.com.

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Edward J. Wright's current company

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Golden Reserve
Golden Reserve
Speaker/Partner I help retirees and pre-retirees protect against long-term care costs, minimize taxes, fees, and market risks in retirement by providing a personalized Roadmap for Retirement℠.
dublin, ohio, united states
Website
goldenreserve.com
Employees
15
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10 roles

Edward J. Wright work experience

A career timeline built from the work history available for this profile.

Senior Retirement Planner

Golden Reserve

Dayton, Ohio, United States

May 2023 - Jun 2024

Wealth Advisor And Retirement Plan Consultant

C.H. Dean, Llc

3500 Pentagon Blvd Suite 200 Beavercreek OH 45431

Nov 2017 - May 2023

Client Associate

C.H. Dean, Llc

3500 Pentagon Blvd Suite 200 Beavercreek OH 45431

- Help clients plan for retirement- Prepare analysis of current holdings and make recommendations- Report performance returns to multiple databases

Feb 2015 - Nov 2017

Realtor

Keller Williams Advantage Real Estate

Bellbrook, Ohio

Provide client-centric services to both buyers and sellers.Answer my phone, return emails and return calls in a timely manner.Provide educated research coupled with above average service to give excellent results.

Apr 2013 - Feb 2015

Owner

Wright Up Your Alley, Llc

Co-founder of LLC to provide Real Estate services and property investment. Record transactions in Quickbooks 2010, Prepare Financial reports, Handle Mail receiving & forwarding, complete other office dutiesWorked independently in general construction & remodeling

Jan 2011 - Feb 2015

Assistant Property Manager/Realtor

Vic Green Realty Delray Property Management

Dayton, Ohio Area

Started in May 20122, assisting with daily operations in management of approximately 150 units, ranging from single family homes, duplexes to small rental communities.Excel in renting vacancies to the qualified renter using the newest software and technology.Led software transition in September 2012 from Quicbooks to Appfolio Property Manager.Helped market.

May 2012 - Mar 2013

Office Manager

Whitaker Properties Llc

200 Central Ave, Dayton, OH 45406

Record transactions in Quickbooks OnlineMake payments in both Quickbooks in AppfolioMonthly reporting duties for owners and property managerConverted business from desktop to online versionExtensive leasing and property management duties for approximately 250 units

Aug 2011 - Jun 2012

Trader/Research Analyst

C.H. Dean Inc

Combined client data from various sources into Excel to analyze current asset allocation and provide recommendations Completed daily operational duties to keep accounting and trading systems functionalPrepared quarterly reports, quarterly write-ups, and monthly reconciliation while instituting a schedule for these items to increase efficiencyPivoted.

Jun 2008 - Mar 2011

Student Trainee

Wright State University

Dayton, Ohio

Provide assistance to professors as an student office worker. Tutored undergraduates in Financial courses.

Sep 2007 - Jun 2008
Team & coworkers

Colleagues at Golden Reserve

Other employees you can reach at goldenreserve.com. View company contacts for 15 employees →

HQ Hillary Quick Hillary Quick Colleague at Golden ReserveUrbana, Ohio, United States, United States View → HP Hannah Paulus Hannah Paulus Colleague at Golden ReserveSt Marys, Ohio, United States, United States View → BK Brianna Keeler Brianna Keeler Colleague at Golden ReserveFindlay, Ohio, United States, United States View → MB Matthew Barnes Matthew Barnes Colleague at Golden ReserveColumbus, Ohio, United States, United States View → PH Phil Huff, Crpc® Phil Huff, Crpc® Colleague at Golden ReserveDublin, Ohio, United States, United States View → MP Macey Phillips Macey Phillips Colleague at Golden ReserveBellefontaine, Ohio, United States, United States View → CN Christian Norman Christian Norman Colleague at Golden ReserveDelaware, Ohio, United States, United States View → CT Christina Taylor Christina Taylor Colleague at Golden ReserveCleveland, Ohio, United States, United States View → KS Kelsey Snyder Kelsey Snyder Colleague at Golden ReserveFindlay, Ohio, United States, United States View → TM Troy Markin Troy Markin Colleague at Golden ReserveDublin, Ohio, United States, United States View →
1 education record

Edward J. Wright education

FAQ

Frequently asked questions about Edward J. Wright

Quick answers generated from the profile data available on this page.

What company does Edward J. Wright work for?

Edward J. Wright works for Golden Reserve.

What is Edward J. Wright's role at Golden Reserve?

Edward J. Wright is listed as Speaker/Partner I help retirees and pre-retirees protect against long-term care costs, minimize taxes, fees, and market risks in retirement by providing a personalized Roadmap for Retirement℠. at Golden Reserve.

Where is Edward J. Wright based?

Edward J. Wright is based in Bellbrook, Ohio, United States while working with Golden Reserve.

What companies has Edward J. Wright worked for?

Edward J. Wright has worked for Golden Reserve, C.H. Dean, Llc, Keller Williams Advantage Real Estate, Wright Up Your Alley, Llc, and Vic Green Realty Delray Property Management.

Who are Edward J. Wright's colleagues at Golden Reserve?

Edward J. Wright's colleagues at Golden Reserve include Hillary Quick, Hannah Paulus, Brianna Keeler, Matthew Barnes, and Phil Huff, Crpc®.

How can I contact Edward J. Wright?

You can use AeroLeads to view verified contact signals for Edward J. Wright at Golden Reserve, including work email, phone, and LinkedIn data when available.

What schools did Edward J. Wright attend?

Edward J. Wright holds Bachelors Of Science, Business; Finance, Investment from Wright State University.

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