Edgar A Wright (EAW Wealth & Retirement Planning LLC)
Edgar A Wright
Industry: Financial Services
Email: edgar.wright@lpl.com
Phone: (708) 481-8787
Address: 4747 Lincoln Mall Drive, Suite 602, Matteson, Illinois, 60443
Position: Managing Director
Website: https://www.eawwealth.com/
"How we conduct business is just as important as what we do.
Our core values are the principles that guide us daily in helping our clients pursue their financial goals, desires and confidence.
Core Values:
Service and Quality: Act in the best interest of each client / investor; and deliver personalized investment advice and services.
Integrity: Uphold the highest standards of integrity, professionalism, and confidentiality.
Stewardship: Treat our investors' money as if it were our own, balancing risk and reward.
Accountability: Take personal responsibility and deliver on commitments.
Citizenship: Be responsible citizens for the communities in which we service and live."
EAW Wealth and Retirement Planning has been working with individuals for over a combined 20 years. They use extensive personal and professional experience in all areas of financial planning to help you pursue your goals. They are licensed to sell a variety of financial and insurance products. They look forward to speaking with you.
About the Spotlight Member
Edgar is the current president of the South Suburban Small Business Association. He is also a Financial Advisor.
As an independently owned financial services firm, he believe it’s important to invest time in you and your goals before you invest your money. By working closely with your CPA, attorney and other professionals, he can help you determine an appropriate financial strategy, including a comprehensive retirement savings strategy that can incorporate leaving money to heirs, if that is your goal.
He is a Chicago South Sider, that began his financial services career in Homewood, IL. and he plans to continue serving the greater Chicago area with Matteson, IL as his central location.
Prior to joining financial services industry, he carved out a very successful career in maintenance repair and operation distribution as well as the telecommunications industry. He worked for three Fortune 500 companies; most notably, with AT&T as a Global Account Executive and W.W. Grainger as a Government Account Manager. He has also had the honor, of serving thirteen years in the US Army – both as an Enlisted Soldier and Commission Officer within the Signal Corp. He earned a bachelor’s degree in TV Radio Broadcasting from Chicago State University as well as a Masters of Business Administration from Lake Forest Graduate School of Management.
All securities are offered through SA Stone Wealth Management, Inc. member FINRA SIPC. INTL FC Stone Inc. (Nasdaq:INTL) is a Fortune 500 diversified global financial services organization providing execution, risk management and advisory services, market intelligence and clearing services across asset classes and markets around the world.
About the Company
EAW Wealth & Retirement Planning LLC is a full-service financial consulting firm dedicated to helping clients seek to build wealth and protect their hard-earned assets. The firm is independent, so their loyalty belongs exclusively to their clients - not to a parent company.
Their independence enables them to establish working relationships with a number of investment companies and insurance providers whose products they leverage to create customized client portfolios. They recommend only those products and services that can be tailored to suit their clients' unique needs.
Mission Statement
To help our clients invest both prudently as well as intelligently; with the intent, of achieving financial prosperity and peace.
Vision Statement
We endeavor to distinguish ourselves, as passionate stewards with the upmost integrity: Helping our clients achieve financial prosperity by understanding their desires, lifestyle, aspirations, and goals.