Chuck Wright CFP®

 WEALTH MANAGEMENT

"It's not what you earn but rather what you keep that counts"-Chuck Wright CFP

Our goal is to help you create, increase, protect and enjoy the wealth you already accumulated or desire to have in the face of such factors as inflation, uncertain markets, taxes and changing economic climates.

Whether you are a business owner looking to design an exit strategy, an executive  looking to maximize retirement income with assurances of said income always being there or a business person looking to build real wealth and financial security, we can help.

Our Lifetime Wealth Portfolios^SM strategies and programs, outlined further in the link on the right hand side of this page, serve as our starting point to aid you in accomplishing your finanical goals and objectives. 

Chuck Wright  has been dedicated to wealth management and creation for over 20 years.  With an extensive educational background (see bio), he has been  an industry leader focusing on the importance of creating and protecting financial wealth.   He is also a Life member of the Million Dollar Round Table, the premier industry association of financial advisers. 

It's a matter of trust

Selecting a financial partner is not an easy decision. My goal is to become your trusted financial adviser.  I work to build long term relationships not transactions. 

 As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.
 

Perhaps we can help you address some of these questions?

Are you on track today to reach your financial and wealth goals?

What is your current risk profile, how has it changed in the past 5 years and does it match your present investment portfolio?

What events cause you to change your investments?  Is your portfolio managed to be proactive with with regard to market changes or reactive?

Have your investments underperformed or outperformed the market over the past 10 years?

Is at least a portion of my portfolio guaranteed to pay me as long as I live?  Should it and if so, how much do you  need?  ^{_{(guarantees are backed by the claims paying ability of the issuing insurance company and do not pertain to any investment products as investment products may lose value)}}

What is "human capital" and why is it important to you?

If you are unsure of the answer to any of those questions or for a free Lifetime Wealth Portfolio consultation please contact me today!

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest. 





Chuck Wright, an agent, is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Texas. No insurance business may be conducted outside this state referenced.

Chuck Wright is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC 2967 Hancock Dr Frisco Texas 75034.  214-618-0699 Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of Texas.
No offers may be made or accepted from any resident outside the specific state referenced.

Chuck Wright is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of Texas As such, these services are strictly intended for individuals residing in the specific state referenced.