Our Team
Jeff Wright
Jeff’s mantra is to serve others not as a task, but as a purpose.
Prior to founding Wright Wealth LLC, Jeff served as a managing director at NovaPoint Capital, a Vice President at Merrill Lynch, and a Senior Consultant at Booz Allen Hamilton. He is also a co-founder of 550 Capital Partners, a veteran-owned venture capital firm that invests in veteran-led startups.
Prior to his career in financial and economic consulting services, Jeff served as an officer in the United States Army. He served in 2nd Battalion, 505th Parachute Infantry Regiment of the 82nd Airborne Division and in 1st Bn 75th Ranger Regiment with combat deployments to Iraq and Afghanistan.
His volunteer leadership activities include serving on his church elder board and as EVP of the US Army Ranger Association. He is also a member of the Atlanta Society of Finance and Investment Professionals and the NorthEast Cobb Business Association.
Jeff holds a B.A. from the University of Texas at Austin, an MBA from the University of Maryland, College Park, and is a CFA Charterholder. He also holds a graduate certificate in Biblical Studies from Liberty University.
Personally, Jeff lives for the “three F’s”: Faith, Family, and Fitness. He is an avid fitness enthusiast and competes in triathlons, obstacle course races, and other road races. He loves to run with his daughter Kaitlyn, play sports with his son Jacob, and visit new restaurants and small towns with his wife Laura.
Kyle Wade
Kyle is passionate about helping people feel more confident in their financial lives.
With over a decade of experience, Kyle was most recently the Director of Investments at Petra Wealth Management where he managed portfolios and met with clients and prospects to help simplify the complex world of investing. Prior to that, he served in analyst roles at Morgan Stanley, Merrill Lynch, and RegentAtlantic.
Kyle holds a Masters in Quantitative Finance from Rutgers University, and a B.S. from Florida State University. He is also a Certified Investment Management Analyst.
When not at work, Kyle can be found on a tennis court, exploring new restaurants with his wife, Erin, or on a bike ride with his daughters, Cassie and Maddie.
Rachel Bolt
Rachel’s contribution that she wants to bring to the world is to help others live balanced and healthier lives. Her prior roles have required a skillset of planning, executing, building trust within collaborative relationships, and ultimately serving others.
Joining the Wright Wealth team as Client Service Manager, she brings experience from a myriad of industries and personalities ranging from health and weight loss coaching to office management at an accounting firm to working in the mortgage department of a bank to coaching children’s tumbling classes. Rachel thrives in prioritizing and planning and loves to help others do the same in managing their life and meeting goals.
Rachel has recently relocated with her husband to Colorado with his job in the military. She enjoys spending time with her husband and dog, walking and hiking, participating in CrossFit workouts and her CrossFit community events, reading, cooking, and watching the Alabama Crimson Tide. Rachel and her husband are expecting their first baby in the fall of 2023—it’s a boy!