Kurt R. Wright Email & Phone Number

My mission statement is to help my clients create, preserve, manage and distribute wealth. I provide comprehensive, customized investment planning and portfolio management services to my clients designed to address their goals and objectives. My practice is planning based and is tactical in nature. I am committed to the idea that my single most important purpose is to serve the financial needs of my clients while creating an unparalleled tailored client experience in the process.The accumulation of wealth is not an easy task these days. My clients recognize that it takes a great deal of discipline and planning. Every clients' portfolio, investment plan and or strategy is truly unique and designed for them. I am designated as a PIM Portfolio Manager. It all starts with a written plan offering customized solutions to your financial needs. I appreciate that, as a serious investor, you are faced with many complex challenges in reaching financial security including tax*, estate planning strategies, wealth accumulation, income planning and gifting issues. My role is to act as a quarterback or manager of the overall relationship. In doing so, I am happy to help coordinate efforts with your CPA, attorney and other trusted professionals to help you succeed.The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000 This information is intended for use by residents of AZ, CA, CO, CT, FL, GA, IL, MA, ME, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, VA, VT, and WA only.* Wells Fargo Advisors is not a legal or tax advisor/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Financial Advisory, Retirement Planning, Intergenerational Wealth Transfer, and 3 others.

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  Managing Director Of Investments Pim Portfolio Manager

  Wells Fargo Advisors

  Feb 2020 - Present - Norwell, Ma

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  Robert Morris University

  Business (Finance & Economics)