At Thomas Wright Asset Management, our approach to financial planning and investing is designed to preserve and grow your wealth. We create customized investment portfolios guided by the following principles:

Tax Efficient

For over 30 years, we have consistently applied our philosophy of finding and buying the equity and fixed income securities of high-quality companies with above average earnings growth potential. We believe that, over the long-term, prices of stocks reflect the earnings progress of their companies and that high-quality companies with continued strong earnings growth will produce above average rates of return. Therefore, investors are best served by maintaining an orientation toward quality, focusing on long-term investment returns, and steadfastly adhering to strict investment discipline.

We provide holistic investment advice that encompasses our clients’ total financial picture on a fee-only basis to help achieve their financial goals. Our comprehensive financial and investment plan includes:

Active Evaluation

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W. Stuart Wright

  [email protected] | (843) 971-4265

 53 Calle Palmeras, Ste. 401 San Juan, PR 00901-2408