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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Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
Calculators
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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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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.