Stephen O. Wright CFP®, MBA

Wealth Manager

I am Stephen O. Wright, a Wealth Manager at The Enrichment Group.

Over 20 years ago, after earning my MBA, I began my finance career at a major brokerage firm. I later took a life detour and served over 10 years as a pastor. When I returned to the financial planning field in 2006, I was determined to use my counseling skills to provide a client experience that focuses not just on money, but on life enrichment. My passion for helping people to live a life of excellence is the driving force behind how I serve my clients today.

At The Enrichment Group, my specialty is serving clients who are going through major life transitions, especially the loss of a loved one. As a pastor, I have grieved with families as I buried their loved ones. Now, I also counsel them through the financial challenges that come with such a loss.

I have also shared in their joys, and have had the honor to counsel couples, perform marriages and more.

My most valuable skill as a financial planner is listening. Often the best thing I can do is to be quiet and let people talk about their financial concerns and life dreams. My clients benefit from my ability to help them explore their dreams. Then we work together to set goals, overcome obstacles and make dreams a reality! My personal philosophy is that financial planning is not about your money; it’s about your LIFE.

I also lead a life of enrichment filled with reading, art, baseball, trips to the beach, food, wine, concerts, and trips to Walt Disney World with my family.

email

Stephen O. Wright CFP®, MBA

Wealth Manager

Areas of Expertise

  • Transition Planning
  • Loss of Spouse
  • Life Planning

Education

  • Masters of Business Administration, University of West Florida
  • Master’s of Divinity, Southeastern Baptist Theological Seminary