Nassau Wealth Management - Navigating the Course to your Financial Future
Brian and Reagan Wright are lifelong residents of Nassau County where they have worked together to cultivate relationships with the residents and business owners of the community, assisting them with their personal and professional financial needs.
Brian founded Nassau Wealth Management in 2014 with the intention of creating a full-service financial organization. The firm looks to provide functional and affordable financial solutions for individuals, families, and businesses.
Before beginning at Nassau Wealth Management, Reagan pursued his education at Jacksonville University where he spent 5 years total attending classes and playing baseball for the Dolphins. Knowing he wanted to follow his father’s footsteps and focus his life’s work helping local residents and business owners grow their wealth, he graduated in 2017 with a Bachelor of Business Administration in Finance, and again in 2019 with a Master of Business Administration. This led to joining Nassau Wealth Management shortly after in 2019.
Brian attended the University of North Florida where he received a Bachelor’s of Business Administration in 1993. He furthered his education in 1999 attending Jacksonville University and completing his Masters of Business Administration (MBA) in 2001.
During Brian’s early career, he worked for UPS and excelled through the ranks to Senior Account Executive. This position provided him the opportunity to hone a unique process of analyzing and anticipating the needs of his clients, which has been the key to his success as a Financial Planner.
Newsletters
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.