Financial planning in Western New York
Planning works best when someone helps you see how the pieces connect. That's what we do at Wright Park Wealth for individuals and families, beginning with a conversation about your life rather than a review of your portfolio.
In partnership with RFG Advisory
Wright Park Wealth is an independent, Western New York-based financial planning firm. We help individuals and families coordinate cash flow, retirement income, taxes, investments, and estate planning.
Our founder
Founder and Financial Advisor
Chris has spent 15 years in financial planning, and the work still draws on what first pulled him toward engineering: a love of math and the satisfaction of solving a hard problem. Along the way he discovered that what he enjoyed most was the people attached to those problems, and financial planning gave him room for both. He built Wright Park Wealth around the way he believes planning should work: a conversation first, and the numbers in service of it.
It starts with a single conversation, and each stage builds on the one before.
We get to know you, and you get to know us.
We map what comes in, what goes out, and what you want it to do.
Investments, taxes, income, and estate decisions, weighed together.
A living plan we revisit as your life changes.
A few of the moments that most often prompt a first conversation.
A retirement date is coming into view, and you'd like to understand what the years after it could look like.
You've made the transition and want your income, taxes, and estate decisions working in concert.
Aging parents, college tuition, and your own future are all competing for the same attention.
Cash flow and budgeting, retirement income, Roth conversions, tax strategy, estate planning, and saving for education are the topics individuals and families in Western New York ask about most. Each one affects the others, so we plan them together.
Cash flow and budgeting
A cash flow picture you can actually use, built around what matters to you.
Retirement income planning
Where income could come from, how Social Security and Medicare timing fit, and how withdrawals might affect your taxes.
Roth conversion planning
A Roth conversion can change your tax picture now and later, and it isn't right for everyone. We walk through how one might fit your plan.
Tax planning and strategy
How taxes interact with your income, investments, and estate decisions, so the tradeoffs are visible before you decide.
Estate and multi-generational planning
Beneficiaries, trusts, and what you'd like to leave to family or causes you care about, coordinated with your estate planning attorney.
Education and family planning
From 529 plans to what to do with an old 401(k) after a job change.
Our planning is educational and isn't tax or legal advice. We encourage you to consult a qualified tax or legal professional about your specific situation.
A first conversation gives both of us a chance to see whether working together makes sense. Come with whatever is on your mind, whether that's a decision in front of you or a general sense that your finances deserve a closer look.
A place for the whole picture.
