Financial Advisory Services
We provide independent consulting and financial services to corporations, governments, trusts and individuals.
Our founding principles include a commitment to improving outcomes by fostering informed decision making, resulting in more effective benefit programs and services. We act as a partner to plan fiduciaries and assume the duty to protect the interests of plan participants and other constituents.
Wright Benefit Strategies, Inc. marks 25 years of serving clients in benefits, risk management and wealth management. We thank our clients, partners, and staff for supporting our work and helping us grow.
Our Growth and Team
Since 2018 we have expanded our capabilities through partnerships and staff development. In 2018 Wilson Partners added technology and consulting expertise that strengthened our work with large health and wellness plans. In 2019 we formed Wright Benefit Advisors to better align with client needs.
Our team continues to grow. Michael (Mick) Wright joined WBS full time in 2023 after working at Aon and was promoted to Vice President. Mick has expanded our client service capacity, project delivery and knowledge base. He holds a degree in Consumer Economics and Finance from the University of Illinois.
Community and Student Engagement
WBS is proud to work with the University of Illinois and the Gies School of Business, Magelli Office of Experiential Learning. We sponsor student teams and participate in real-world consulting projects that help prepare tomorrow’s leaders.
Looking Ahead
As we build our foundation for the future, Mick’s client leadership plus Peter’s direction and community focus have driven new projects and deeper community ties. Our firm has grown through strong partnerships, and we remain committed to serving our clients to the best of our ability by leveraging those relationships and intelligence in the field. Thank you again for your part in making this 25-year milestone possible for our firm!
Our Firm and Services
Consulting
Our corporate and government consulting clients rely on our practical approach relying on years of experience with large and middle market employers and governmental entities.
Insurance Services
We provide a full range of financial services to support employee benefit plans and businesses, including small businesses and key individuals.
Retirement Plans
Wright Benefit Advisors is an Illinois Registered Investment Advisor providing fee only investment related services. We are fiduciary advisors for plans and individual clients.
We combine our market knowlede and expertise to creating more efficient and stable benefit and financial plans across the United Stated and markets worldwide.
- Our firms and partners have over 50 years of serving our market
- Our model is working for you as your partner
- We partner with established middle market firms to deliver tailored services
- We work with all major insurance and investment service providers across the world