Avenue Wealth - Don Wright
- Financial Management
My business activity at Avenue Wealth involves advanced planning and implementation for business owners, executives, and high net worth individuals. In that regard, we structure solutions for risk mitigation, tax sensitivity, business succession and exit value enhancement, asset management, executive compensation and all aspects of planning needs ( retirement, estate, philanthropic, and generational ). My specific role is in "quarterbacking" the process, determining the priorities and needs, and creating the desired outcome. Operating under the umbrella of New York Life, we have the vast resources of one of the industry's most highly rated and respected companies.