Business Details
Your Trusted Fiduciary Financial Advisers in Pittsburgh, PA
Wright Associates is a fiduciary financial advisory firm dedicated to helping clients achieve confident, worry-free retirements. Our team of Certified Financial Planners and CFA charterholders specializes in retirement planning, tax strategies, investment management, and risk mitigation. We employ a structured annual planning process that aligns financial decisions with clients' values and goals, covering cash flow management, tax optimization, and legacy planning. With decades of combined experience, our advisors prioritize client interests through transparent, evidence-based strategies.We emphasize long-term investment principles, tax-efficient income generation, and comprehensive risk management through insurance and estate planning. Our Pittsburgh-based practice serves individuals and couples seeking personalized financial guidance, ensuring plans adapt to evolving life circumstances and regulatory changes. Client success stories demonstrate our ability to transform complex financial situations into clear, actionable roadmaps for retirement security.
Services
Retirement Planning
Tax Planning
Investment Management
Financial Planning
Retirement Income
Risk Management
Highlights and features
- We operate as fiduciaries bound to act in clients' best interests
- Our advisors hold prestigious CFA and CFP certifications
- We implement evidence-based investment strategies with low-cost funds
- We coordinate all aspects of financial planning through annual reviews
- Our process addresses tax efficiency across retirement income streams
Associations and certifications
- CFA Institute
- Certified Financial Planners Board
Services
Retirement Planning
Our retirement planning service creates personalized roadmaps to achieve financial independence without portfolio depletion. We coordinate Social Security optimization, Medicare planning, and sustainable withdrawal strategies while implementing tax-efficient income generation techniques. The process includes regular reviews to adapt plans as life circumstances change.
Tax Planning
We develop lifetime tax reduction strategies through Roth conversion analysis, income stream coordination, and charitable giving plans. Our approach minimizes tax liabilities across retirement accounts while adapting to evolving tax regulations and personal financial changes.
Investment Management
Our investment management follows evidence-based principles including global diversification, cost control, and tax-efficient allocations. We construct portfolios aligned with clients' risk tolerance and financial goals using low-cost, tax-optimized investment vehicles.
Risk Management
We implement comprehensive risk management through insurance reviews and estate planning. Services include evaluating life, disability, and long-term care coverage while establishing essential legal documents like wills, trusts, and medical directives.
Financial Planning
Our financial planning service organizes clients' financial lives through goal clarification, cash flow analysis, and coordinated wealth management strategies. The annual planning process ensures all financial decisions align with clients' values and retirement objectives.
People
Kathleen S. Wright
Co-Founder & Senior Financial Advisor
CFA charterholder with decades of experience in financial planning, Kathleen specializes in creating personalized retirement strategies that balance risk management with growth potential.
Adam K. Wright
Co-Owner & Chief Investment Officer
As CFA and CFP professional, Adam oversees investment strategy and tax planning, combining technical expertise with client-focused financial guidance for retirement portfolios.
Kyle Beckhusen
Co-Owner & Lead Financial Planner
CFP and CLU certified advisor Kyle develops comprehensive financial plans, focusing on retirement income strategies and coordinated wealth management solutions.
A. Gregory Lintner
Co-Founder & Advisor Emeritus
CFA charterholder Greg provides strategic oversight, leveraging extensive experience in investment management and long-term financial planning for retirees.
Questions
What retirement planning services do you offer?
We help clients create sustainable retirement income streams while preventing portfolio depletion through coordinated Social Security, Medicare, and investment strategies.
How do you approach tax planning for retirees?
Our tax planning analyzes Roth conversions, coordinates income streams, and implements charitable giving strategies to minimize lifetime tax liabilities.
What investment management principles do you follow?
We use globally diversified, low-cost funds with tax-efficient allocations that align with clients' risk tolerance and long-term financial objectives.
How do you handle risk management?
We address risk through comprehensive insurance reviews and estate planning documents including wills, trusts, and medical directives.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) with specialized retirement planning expertise.
Reviews (6)
Roy Hoogerhyde
Oct 04, 2021
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Our experience has been with Kyle, and he's been a tremendous asset in helping is to plan for our future while making life today work. He is easy to talk to, definitely knows his job, and is incredibly proactive in working with us. He walks us through everything he does, and answers every question. We're not trading him . . . he's a permanent member of our team!
Bill Sante
Aug 29, 2021
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I have only recently met Kyle in connection with Wright Associates reorganization and expansion. He was well prepared generally and completely familiar with my accounts and investment objectives. He has demonstrated great sensitivity for my personal tax situation and for some recent cash flow needs. I look forward to working with Kyle into the future as my personal situation develops.
Sherry Engelmann
Aug 25, 2021
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Positive:Professionalism,Responsiveness
If you need financial advisors who truly have your best interest at heart, Wright Associates is a perfect fit. Responsive, attentive, professional, and most importantly, caring!
If you need financial advisors who truly have your best interest at heart, Wright Associates is a perfect fit. Responsive, attentive, professional, and most importantly, caring!
Evan Adamo
Aug 21, 2021
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Kyle Beckhusen at Wright Associates has been a trusted advisor for several years. He saved me countless hours in financial planning, significantly grew my investment portfolio, and granted me peace of mind along the way. Whenever I have a question on investing, taxes, retirement planning or insurance, Kyle is quick to respond to my email and always has thoughtful answers. I also gain comfort in the experienced team around Kyle at Wright Associates and know they're constantly looking for ways to increase the risk-adjusted returns on my portfolio.
Jill Rooney Schmitz
Aug 17, 2021
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My husband have been working with Kyle for 2-3 years now and absolutely love working with him. He has been nothing but helpful, supportive and very patient with us. We are so grateful for his guidance and knowledge, especially during some confusing financial times. My husband and I are both in healthcare and needless to say, between student loans, starting a family and planning for the future, Kyle has been able to keep us on track with ease. He is willing to meet with us anytime of the day to accommodate our difficult schedules and is always prepared and forward thinking. Would definitely 10/10
Ray Foerster
Aug 12, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I highly recommend Wright Assoc. For the past 16 years they have expertly and successfully invested my mother's finances and now mine. They are very professional and also provide as much one-to-one attention as the client prefers.
I highly recommend Wright Assoc. For the past 16 years they have expertly and successfully invested my mother's finances and now mine. They are very professional and also provide as much one-to-one attention as the client prefers.
