J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
25yrs
Based in Miami, Florida, Stephen Wright is a fiduciary financial advisor with 25 years of industry experience. Stephen has been with CW Advisors since 2021; before that, Stephen spent six years at Pinnacle Advisory Group and two years at The Enrichment Group. Stephen holds the CFP® designation.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?Top 17% by experience in Miami
Office9155 South Dadeland Blvd Suite 1212, Miami, FL 33156
FirmCW Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.24 million
Advisors at the firm93
States licensed ?1 state
Services through CW Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Career
- 2021 – nowCW Advisors, LLCCurrent firm
- 2015 – 2021Pinnacle Advisory Group, Inc.Previously
- Dec 2013 – Sep 2015The Enrichment Group, Inc.Previously
Contact Stephen
(617) 428-7600Firm headquarters in Boston, MA. Ask for Stephen. 9155 South Dadeland Blvd Suite 1212Miami, FL 33156Office · Get directions LinkedIn pageCW Advisors
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Stephen
How do I contact Stephen?
Call CW Advisors at (617) 428-7600 and ask for Stephen Wright. Stephen works from the Miami, FL office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2002, about 25 years. Top 17% by experience in Miami.
What licenses does Stephen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
CW Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen 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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