About Us
Executive Management
Clayton Wright
CERTIFIED FINANCIAL PLANNER (TM)
Wealth Advisor
Founder, Clayton Wright Wealth Management
Clayton Wright began his investment management career when he joined the Global Wealth Management Group of Morgan Stanley in 2003. Since that time he has managed investment portfolios for individuals, families, business owners, small corporations and non-profit organizations.
After gaining invaluable experience in his years with a major Wall Street firm Mr. Wright decided he would best serve his clients by opening his own boutique wealth management office which would focus on independent financial solutions and objective investment advice. After much contemplation and many months of due diligence and research Clayton Wright Wealth Management was created when Mr. Wright found the strength of independence provided by LPL Financial, the #1 independent broker/dealer in the country.*
Mr. Wright earned his Bachelor of Arts Degree from UMBC (University of Maryland, Baltimore County.) Mr. Wright completed the CERTIFIED FINANCIAL PLANNER(TM) certification curriculum through The American College in Bryn Mawr, Pennsylvania in 2009 and also successfully passed the CERTIFIED FINANCIAL PLANNER(TM) exam.
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*As reported by Financial Planning magazine, June 1996-2009, based on total revenue.
Our Company
Independence: Clayton Wright Wealth Management is an independent financial services and wealth management firm. We have no affiliation with Wall Street investment banks/products and have no "hidden agenda" on the investment vehicles we select for our clients. We always put our clients' interests first and are accountable only to our clients and to their success.
Objective: LPL Financial offers no proprietary products or investment banking business. Because of this, Clayton Wright Wealth Management can provide independent, objective investment advice. We thoroughly research all investment options available and only select those investments that are best suited for our clients’ needs and goals.
About LPL Financial
Because LPL Financial does not offer or promote proprietary products or require meeting sales quotas, LPL Financial allows us to offer our clients truly objective advice with access to a vast range of investment vehicles.
About LPL Visit
History of LPL Visit
LPL Financial was founded with a pioneering vision—to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial is one of the nation’s leading diversified financial services companies and the largest independent broker/dealer supporting more than 12,000 financial advisors nationwide.* We are also an enabling partner to a broad range of banks and credit unions, as well as broker/dealers at leading financial services companies.
Providing Americans with investment advice has never been more important than now. At LPL Financial, we help financial professionals manage the complexities of running successful organizations by providing our customers with access to:
- Leading-edge tools and technology
- Independent investment research
- Dedicated service and training
- Open product architecture offering investment solutions
This mix of products and services allows our customers to focus on providing investment advice and to help their clients pursue important life and financial goals.
* As reported in Financial Planning magazine 1996-2009, based on total revenues.
Contact Us
Clayton Wright Wealth Management
4453 Carroll Manor Road
Baldwin, Maryland 21013
Tel: (410) 882-2290
Fax: (410) 864-8197
email: clayton.wright@lpl.com