Kenneth Wright
CFP, CFA · Wright Investment Counsel
About Kenneth Wright
Kenneth Wright brings 20 years of institutional investment experience to individual investors in Wisconsin. Having managed pension funds before starting his advisory practice, he applies the same disciplined, research-driven approach to building and managing portfolios for individuals and families.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $300,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Why Choose Kenneth?
20+ Years Experience
Proven track record serving clients since 2006
2 Professional Credentials
Holds CFP, CFA designations
69 Client Reviews
4.7/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Kenneth has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Kenneth is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Kenneth for over 6 years and they have consistently delivered excellent advice. Their expertise in Investment Management has saved us thousands.
Location
Milwaukee, Wisconsin
Map integration available on request
Request a Consultation
Connect with Kenneth to discuss your financial goals. In-person or virtual meetings available.
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