Union Capital
46yrs
Top advisor by experience at Union Capital
43yrs
Joseph Wright
Financial advisor at Joseph Wright Investments
Joseph Wright is a financial advisor in Tucson, Arizona, with 43 years in the industry. After four years at Raymond James Financial Services Advisors and a year at Raymond James Financial Services, Joseph joined Joseph Wright Investments in 2013, a firm offering financial planning and investment management. Joseph holds the CFP® designation.
At a glance
Experience43 years (since 1983)
How that compares ?Top 2% by experience in Arizona
Office7225 N. Oracle Road, #207, Tucson, AZ 85704
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$78,846
States licensed ?2 states
Services through Joseph Wright Investments
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2013 – nowJoseph Wright InvestmentsCurrent firm
- 2009 – 2013
- Apr 2008 – Jan 2009Raymond James Financial Services, Inc.Previously
Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joseph
How do I contact Joseph?
Call Joseph Wright Investments at 520-861-2970 and ask for Joseph Wright. Joseph works from the Tucson, AZ office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 1983, about 43 years. Top 2% by experience in Arizona.
What licenses does Joseph hold?
Series 63. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Joseph paid?
Joseph Wright Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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