Osaic Wealth
34yrs
Top advisor by experience in Whitefish Bay
22yrs
Robert Wright is a fiduciary financial advisor in Whitefish Bay, Wisconsin, with 22 years in the industry. Robert joined Strategic Advisers in 2025, after two years at Fidelity Personal and Workplace Advisors and 18 years at Northwestern Mutual Investment Services. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 13 advisors with offices in Whitefish Bay, and one of 12 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 11% by experience at Strategic Advisers
OfficeWhitefish Bay, WI
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2004 – 2022Northwestern Mutual Investment Services, LLCPreviously
Contact Robert
(617) 563-7000Firm headquarters in Boston, MA. Ask for Robert. Whitefish Bay, WIOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Robert
How do I contact Robert?
Call Strategic Advisers at (617) 563-7000 and ask for Robert Wright. Robert works from the Whitefish Bay, WI office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2004, about 22 years. Top 11% by experience at Strategic Advisers.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robert 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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