Kathryn Wright
CFP, CEA, EPC, CPCA
Certified Financial Planner
Certified Executor Advisor
Imagining possibilities, understanding risks, and answering
"What if?"
MEET KATHRYN WRIGHT
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.
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Estate & Legacy Planning
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.
Investments
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.
Insurance
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.
Certifications & Memberships
