Ross Wright - ProjectionLab

Advisor

Ross WrightP.E.

I've always been an over-optimizer and saver, convinced that "more" was the only way to feel safe. Discovering planning software like ProjectionLab changed that. Seeing my plan clearly gave me permission to stop second-guessing every decision and enjoy the present. I launched Wrightpoint Wealth to bring the same clarity to my clients. I spent 19 years as a a Professional Engineer (PE) focused on the risk management of critical infrastructure. My job was to imagine everything that could go wrong and engineer a solution so it wouldn't. I approach your financial plan and portfolio management the same way. Wrightpoint Wealth is a state Registered Investment Adviser. We offer two tiers of service: one for self-directed planners who want a fiduciary partner for plan validation, blind-spot checks, and complex questions, and a full-service wealth management tier for those who prefer to delegate planning and portfolio management.

Ideal Clients

FIRE

High Net Worth

Pre-Retirees

Tech Professionals

Retirees

Focus Areas

Retirement Planning

FIRE Planning

Couples

Life Transitions

Tax Planning

Pricing

Subscription

Flat Fee

AUM

Co-Planning: $150 one-time onboarding + $50/month flat fee (optional investment management at 0.25% AUM). Full-Service Wealth Management: 0.89% to 0.49% tiered AUM ($250k asset minimum). 100% Fee-Only Fiduciary: We accept zero commissions, product sales fees, or third-party kickbacks.

Availability

Accepting new clients

Credentials

P.E.

Business

Wrightpoint Wealth

Location

Louisville, Kentucky, United States

Meeting Options

Remote, In-Person

Languages

English

Website

(502) 575-0123

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