Bryan Wright Joins Pensionmark
Denver, CO, May 15, 2015 --(PR.com)-- The national footprint for Pensionmark® Retirement continues to grow as they welcome another office to the Advisor Support Program (ASP). Bryan Wright is the CEO of The Wright Group Services, a Pensionmark Affiliate. Bryan brings with him over 18 years of experience in the finance and insurance consulting industry. This recent affiliation becomes the first office in Denver, Colorado for Pensionmark.
Mr. Wright comments, “We are excited to announce our affiliation with Pensionmark and to integrate their innovative retirement plan tools and services with those we provide. It is our intention, with this recent affiliation, to ensure our delivery of highly effective services to our clients and their employees for many years to come.”
The partnership provides Mr. Wright and his retirement team with an expanded suite of services, including Pensionmark’s proprietary Financial Wellness Program, investment analytic tools, proposal systems, and more. Along with the expanded services, Mr. Wright will maintain his independent business model.
“Bryan continues our tradition of adding top quality advisors. We are excited about the partnership and further enhancing the synergies within the Pensionmark family,” comments Bill Rice, Director of Business Development at the Pensionmark corporate office in Santa Barbara, California.
About Pensionmark® Retirement Group
With national headquarters in Santa Barbara, CA, the Pensionmark Retirement Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. Pensionmark’s network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.
Financial Advisors at Pensionmark® Retirement Group may also be registered representatives with, and securities are offered through LPL Financial, member FINRA/SIPC. Investment advice is offered through Pensionmark® Retirement Group, a Registered Investment Advisor and separate entity from LPL Financial.
Mr. Wright comments, “We are excited to announce our affiliation with Pensionmark and to integrate their innovative retirement plan tools and services with those we provide. It is our intention, with this recent affiliation, to ensure our delivery of highly effective services to our clients and their employees for many years to come.”
The partnership provides Mr. Wright and his retirement team with an expanded suite of services, including Pensionmark’s proprietary Financial Wellness Program, investment analytic tools, proposal systems, and more. Along with the expanded services, Mr. Wright will maintain his independent business model.
“Bryan continues our tradition of adding top quality advisors. We are excited about the partnership and further enhancing the synergies within the Pensionmark family,” comments Bill Rice, Director of Business Development at the Pensionmark corporate office in Santa Barbara, California.
About Pensionmark® Retirement Group
With national headquarters in Santa Barbara, CA, the Pensionmark Retirement Group network represents over 150 advisors and staff across 40 locations across the country with approximately 2,000 retirement plan clients. Pensionmark’s network of retirement specialists include defined contribution, defined benefit and terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.
Financial Advisors at Pensionmark® Retirement Group may also be registered representatives with, and securities are offered through LPL Financial, member FINRA/SIPC. Investment advice is offered through Pensionmark® Retirement Group, a Registered Investment Advisor and separate entity from LPL Financial.
Contact
The Wright Group Services
Whitney Gunderson
303-863-7788
www.twgservices.com
Whitney Gunderson
303-863-7788
www.twgservices.com
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