Wright Associates

May 2022

Kyle Beckhusen at Wright Associates has been a trusted advisor for several years. He saved me countless hours in financial planning, significantly grew my investment portfolio, and granted me peace of mind along the way. Whenever I have a question on investing, taxes, retirement planning or insurance, Kyle is quick to respond to my email and always has thoughtful answers. I also gain comfort in the experienced team around Kyle at Wright Associates and know they're constantly looking for ways to increase the risk-adjusted returns on my portfolio.

May 2022

My husband have been working with Kyle for 2-3 years now and absolutely love working with him. He has been nothing but helpful, supportive and very patient with us. We are so grateful for his guidance and knowledge, especially during some confusing financial times. My husband and I are both in healthcare and needless to say, between student loans, starting a family and planning for the future, Kyle has been able to keep us on track with ease. He is willing to meet with us anytime of the day to accommodate our difficult schedules and is always prepared and forward thinking. Would definitely 10/10 recommend!

May 2022

I have only recently met Kyle in connection with Wright Associates reorganization and expansion. He was well prepared generally and completely familiar with my accounts and investment objectives. He has demonstrated great sensitivity for my personal tax situation and for some recent cash flow needs. I look forward to working with Kyle into the future as my personal situation develops.