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John Charles Wright

Redwood Private Wealth

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About John Charles Wright

John Charles Wright is a financial advisor at Redwood Private Wealth, a firm headquartered in Phoenix, Arizona. John Wright is registered in Texas as an Investment Advisor Representative (IAR). John Wright has been working in the financial industry since 2020. Before joining Redwood Private Wealth, John Wright worked at Woodbury Financial Services, Inc. in Oakdale, Minnesota. John Wright holds the Series 66, Series 7TO and SIE securities licenses. John Wright also offers Life, Health, and Disability insurance sales.

Firm Information

John Wright is currently registered with Redwood Private Wealth. Redwood Private Wealth is an independent wealth management firm based in Phoenix, Arizona. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. They have approximately $267.6 million in regulatory assets under management and are registered with the Securities and Exchange Commission (SEC). The firm specializes in serving high net worth individuals, with a focus on assisting clients in achieving their long-term financial goals.
Redwood Private Wealth

3930 E. RAY ROAD

PHOENIX, AZ 85044

$267.56M

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Wright’s Registration & Firm History

AZ

08/24/2022 - Present

Redwood Private Wealth (PHOENIX AZ)

MN

07/13/2020 - 03/02/2022

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 10/19/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Charles Wright.
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