Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Chess board

Steve Wright, CFP

Financial Advisor

Steve's over 30-year career began with E.F. Hutton in July of 1982, and he has been successfully guiding his clients through some of the most dramatic market fluctuations ever since. Graduating from Cornell University in 1973, he ran his own small business until his intense interest in "why some families were more successful financially than others" drove him into the financial industry. He has held a CERTIFIED FINANCIAL PLANNERTM designation for 30 years and is the senior member of Empire Wealth Management. Steve credits his success to his desire to listen to his clients and develop solutions that enhance their lives.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WI
  • WY

Education

  • B.S., Cornell University
  • CFP, The College of Financial Planning

Credentials

  • CERTIFIED FINANCIAL PLANNER™
One Broad Street Plaza
2nd Floor
Glens Falls, NY 12801
  • (518) 743-2062

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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