Steven Wright

Senior Wealth Advisor

Steven Wright

AWMA®, CEPA®

About

As Senior Wealth Advisor at OneDigital, following the acquisition of ASI Wealth Management (ASI) in June 2024, Steve is passionate about creating investment and wealth planning strategies to help clients achieve what is most important in their lives. Over the years, Steve has developed a deep understanding of the financial issues facing successful families, business owners, construction executives, and retirees, and he works closely with clients to apply this knowledge to ensure they make smart decisions about their money.

Away from the office Steve enjoys spending time with his family and friends, attending Beavers games, listening to music, traveling, and being active outdoors. Steve believes it is important to give back to his community and volunteers for organizations that have had a positive impact on his life and those close to him.

Steve was born and raised in southern Oregon and graduated from Oregon State University with a degree in Finance. He joined ASI in 2006 and is a member of the firm’s investment committee and serves as a trusted advisor to many of our retirement plan clients. He holds the Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning and maintains his Series 65 and Series 63 licenses.

Investment advice offered through OneDigital Investment Advisors LLC.