Kathryn, the founder of Wright Wealth Strategies, is a highly experienced business and financial services professional with over thirty years of expertise in various sectors, including banking, trust, brokerage, mutual funds, and insurance. Her specialties include Estate and Legacy Planning, Investments, and Insurance. As a Certified Financial Planner, Certified Executor Advisor, Elder Planning Counselor, and Certified Professional Consultant on Aging, she has dedicated her career to helping others achieve their personal and financial goals.
Kathryn is a passionate advocate for estate and legacy planning, guiding clients in securing their financial future and preserving their wealth for generations to come. With a keen understanding of the complexities involved in estate planning, she works closely with clients to create tailored strategies that minimize tax liabilities, protect assets, and ensure a smooth transfer of wealth to beneficiaries. After experiences with long-term implications from COVID-19, it has been clear that discussions on capacity are essential with planning. As a frequent speaker and faculty member of the Canadian Initiative for Elder Planning Studies, Kathryn possesses valuable insights into elder law and financial planning, making her an invaluable resource in this field.
With a deep understanding of the investment landscape, Kathryn helps clients build and manage diversified portfolios tailored to their unique financial goals and risk tolerance. By staying abreast of market trends and leveraging her extensive experience in various financial sectors, she provides expert guidance on asset allocation, investment strategies, and wealth-building opportunities. Clients work with Kathryn considering the "What if?" possibilities and can then make informed decisions that maximize their potential for financial growth and long-term success. The consideration of possible capacity issues and estate implications are always addressed.
Kathryn's expertise extends to insurance planning, where she assists clients in identifying and mitigating risks to their financial well-being. By carefully evaluating each client's individual needs, she recommends suitable insurance products – such as life, disability, and long-term care insurance – to provide essential protection and peace of mind. Kathryn's comprehensive approach ensures that her clients' financial security is safeguarded against unforeseen events, allowing them to focus on achieving their personal and financial goals.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to plan and prepare to live your best life and let you adapt to factor in the big and/or unexpected life changes.
It should start with your goals and objectives, then build your investment portfolio, retirement and tax planning, as well as insurance needs. It should always consider "What if?" issues whether mental or physical capacity changes and death.
You should meet with us to review your plans every five years, or before any major life transition.
Explore an insightful article featured in Advisor's Edge Magazine that delves into the complexities of managing assets and power of attorney in cases like your own. In this piece, Kathryn Wright shares expert insights on navigating issues of elder abuse, incapacity, and estate planning during challenging times.