Kathleen S Wright Associates Inc

  • Financial Services
  • Pittsburgh PA
  • 5 employees
  • Financial Services
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Company Overview

Website
kswrightassociates.com
Phone
(412) 854-2100
Employees
5
Founded in
2000
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$5B

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Who is Kathleen S Wright Associates Inc

Kathleen S Wright Associates Inc. is a licensed fiduciary firm based in Pittsburgh, Pennsylvania. The company employs three people and generates approximately $2.5 million in annual revenue. Wright Associates provides financial services tailored for high-earning individuals, families, and those approaching retirement. They specialize in retirement planning, offering guidance and strategies to help clients achieve their retirement goals. Their team of Certified Financial Planners™ collaborates with each client to develop a comprehensive retirement plan that addresses their unique needs and concerns. The firm's approach integrates financial planning, investment management, and cash flow management into a cohesive strategy. Wright Associates aims to alleviate client anxieties by providing a clear roadmap and confidence as they move towards their financial objectives. To discover more about Wright Associates and their services, visit their website at www.kswrightassociates.com.

Company Leadership

Kathleen Wright

President and Managing Partner

Phone Email

Kathleen S Wright Associates Inc Industry Tags

Investment Management
Private Wealth Management
Financial Planning
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Kathleen S Wright Associates Inc Tech Stack

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FAQ

What is the location of Kathleen S Wright Associates Inc's headquarters?
The headquarters of Kathleen S Wright Associates Inc are situated at 61 McMurray Rd, Pittsburgh PA
What is Kathleen S Wright Associates Inc's phone number?
Kathleen S Wright Associates Inc's contact number is (412) 854-2100.
What is Kathleen S Wright Associates Inc's official website?
The official website of Kathleen S Wright Associates Inc can be found at kswrightassociates.com.
What is Kathleen S Wright Associates Inc's current revenue?
As of October 2019, Kathleen S Wright Associates Inc's annual revenue reached $5B.
How many employees does Kathleen S Wright Associates Inc currently have?
Kathleen S Wright Associates Inc employs approximately 5+ people as of October 2019
Which industries is Kathleen S Wright Associates Inc primarily operating in?
Kathleen S Wright Associates Inc operates in the following industries: Finance, Credit
Who is the President and Managing Partner of Kathleen S Wright Associates Inc?
Kathleen S Wright Associates Inc's President and Managing Partner is Kathleen Wright
What are Kathleen S Wright Associates Inc's industry tags?
Kathleen S Wright Associates Inc's industry tags include: Investment Management, Private Wealth Management, Financial Planning
When was Kathleen S Wright Associates Inc founded?
Kathleen S Wright Associates Inc was founded in 2000.

Employee Directory

Key Employees

Adam Wright

Managing Partner

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