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Brightworth
Atlanta, GA

Frederick Wright

CFA®, MBA
Helping clients build, preserve and be generous with their wealth.
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Meet Frederick

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Introduction - Frederick Wright
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Brightworth's Approach to Change - Frederick Wright
Video Transcripts

Upon receiving his MBA in Finance from Emory University, Frederick began his investment career in 1991 with Balentine & Company. After rising to be a partner there he launched his own RIA company, Wright Investment Management, in 1998. Frederick merged his company into an Atlanta based accounting firm and helped them launch their RIA practice. He served there in various roles, including President and Chief Investment Officer for over 15…

Upon receiving his MBA in Finance from Emory University, Frederick began his investment career in 1991 with Balentine & Company. After rising to be a partner there he launched his own RIA company, Wright Investment Management, in 1998. Frederick merged his company into an Atlanta based accounting firm and helped them launch their RIA practice. He served there in various roles, including President and Chief Investment Officer for over 15 years, helping the firm grow to over $500 million in assets under management.

Frederick joined Brightworth in 2016 and provides comprehensive wealth and investment advice to high net-worth individuals and families. As a Chartered Financial Analyst® Charterholder, he is dedicated to promoting the highest standards of education, integrity and professional excellence for client investments. Frederick has served as a member of the Monthly Advisor Confidence Index and a member of the Structured Products Association.

Following his father's military career around the U.S. and Germany, Frederick moved often throughout his childhood. He received his Bachelor of Science in Engineering from the US Military Academy at West Point, served in the Army and then settled in Atlanta more than 25 years ago. Frederick has two children and attends Buckhead Church. He enjoys ALTA tennis, golf, writing and movies.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Alternative Investments
Employer Sponsored Retirement Plans

Experience with

Small business owners
Medical professionals
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Education

MBA
Bachelors
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