Nicholas Wright, CFALead Advisor
Direct: (425) 531-7330
Office: (425) 467-1011 Ext. 210
Enhancing client’s lives through informed investment decisions
As a Lead Advisor, Nick enjoys helping clients navigate the many complexities of their financial lives by delivering clear and concise information. Whether someone is accumulating assets or already retired, Nick ensures they have a clear understanding of their available options and aids them in choosing the best solution.
As a member of the Investment Committee, Nick also enjoys researching investment strategies and performing manager due-diligence in order to ensure that the best solutions for our clients are being utilized. He is the go-to person in the office tasked with building out tools and analyses in Excel when a colleague needs some assistance.
Having grown up in Issaquah, Nick fled to sunny San Diego for a four-year hiatus from the rain to attend college, but was drawn back permanently to the Northwest due to his passion for the outdoors and close ties with family. On the weekends, you can find Nick on the golf course or fly-fishing the local rivers. He also enjoys staying active and loves to explore the many hiking trails that the Northwest has to offer.
Bachelor of Science in Business Administration – Finance, Cum Laude, with distinction, San Diego State University
Chartered Financial Analyst® (CFA) Charterholder