Our Asset Management professionals support private investors and their personal investment needs by providing investment solutions for trusts and estates, private businesses, general investment accounts, and IRAs.
Wright Private Asset Management LLC also offers targeted programs to support specific interest groups such as retiring and retired airline pilots and non-corporate fiduciaries, including trustees, executors, guardians, personal representatives, attorneys and other professionals who are responsible for the assets of others and need to have those assets managed in accordance with the Prudent Investor Act. We work with Trust & Estate attorneys, CPA firms and independent trustees, to help manage their client assets.