Wright Wealth Strategies
Finance · Canada · 11-50 Employees
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Overview
Headquarters
218 Alwington Pl, Kingston, Ontario, K7L...Phone Number
(613) 530-5006Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wright Wealth Strategies
Wright Wealth Strategies, based in Kingston, Ontario, is a financial services firm led by Kathryn Wright, a Certified Financial Planner and Certified Executor Advisor with over thirty years of experience. The company specializes in estate and legacy planning, investments, and insurance, providing tailored strategies to help clients secure their financial future and manage risks. They focus on understanding clients' unique financial goals and offer expert guidance on asset allocation and insurance products. Their intended clients include individuals seeking comprehensive financial planning and support in navigating complex financial decisions.Explore more
Popular SearchesWright Wealth StrategiesWright Wealth Strategies IncSIC Code 62,628NAICS Code 52,523Show more
Wright Wealth Strategies Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Wright Wealth Strategies
<$5M
11-50
Private
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KW
Kathryn WrightFounder & Certified Financial Planner & Certified Executor Advisor & Elder Planning Counselor & Certified Professional & On Aging Consultant
<$5M
1-10
Private
-
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DM
Douglas MedleyChartered Life Underwriter, Chartered Financial Consultant, and Certified Financial Planner
Company Profile Activity
Activity Insights
Wright Wealth Strategies is experiencing very low activity levels compared to other companies in the Finance sector.
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Wright Wealth Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wright Wealth Strategies.
Wright Wealth Strategies Tech Stack
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Wright Wealth Strategies, based in Kingston, Ontario, is a financial services firm led by Kathryn Wright, a Certified Financial Planner and Certified Executor Advisor with over thirty years of experience. The company specializes in estate and legacy planning, investments, and insurance, providing tailored strategies to help clients secure their fin... Read More
