Financial Wealth Management

CONNECT

Address:

8509 Old Highway 60, 2nd Floor
Sellersburg, IN 47172

Phone:

812-246-6628

Fax/Other:

812-246-6620

Jonathan M. Wright

Jonathan M. Wright

Financial Advisor

It’s not really what you have, but how you manage what you have

Jonathan Wright, a Registered Investment Advisor, began his career in the securities industry in 2006 where he trained under his father, a now retired CFP with over 40 years of financial industry experience.  With a Financial Advisor as a father, learning the value of money was ingrained in Jonathan from a young age.   He holds several FINRA registrations including the Series 6, 7, 63 and 65 as well as variable contracts, and life/health insurance license. 

Jonathan is committed to helping his clients achieve both their long and short term financial goals.  Whether this is your first leap into investing or you’re a seasoned investor, he prides himself on helping his clients understand how investing and financial planning can work for them.  Using client friendly terms, Jonathan will create a comprehensive financial plan with a clear focus on every client’s individual needs and goals.  His practice focuses on wealth management with an emphasis on retirement planning, long-term financial planning, life insurance, and health insurance.  For Jonathan, what’s best for the client always comes first. 

Because Jonathan is an Independent Registered Investment Advisor, he is not tied to any particular family of funds or investment products.  This means that he has access to a multitude of funds across many platforms allowing him to truly tailor your investments to fit your unique needs.  He will work with you to develop a customized plan for a secure financial future.  And, as an Independent Registered Investment Advisor, he is held to the highest fiduciary standard.  The Investment Advisers Act of 1940 requires that he register with the SEC and conform to the regulations designed to protect investors.   

Jonathan Wright grew up in the small town of Borden, Indiana.  This small town childhood taught him about community and what it means to be a good neighbor.  Many of his clients today are people he’s grown up with; people that he runs into at the grocery store or church.   That “small town” vibe brings a strong sense of integrity and an eagerness to work hard for his clients. 

It is never too early to start investing.  The only way to get ahead is to get started. 

 

Phone 812-246-6628
Fax 812-246-6620
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck