Cody Wright

Even when financial goals are complex, there’s one person you can count on to bring clarity and alignment: Cody Wright. 

With a deep sense of purpose and a lifelong curiosity, Cody helps clients build plans that work toward achieving what he believes are the four types of wealth: financial, social, time, and physical. His mission is simple—help people live more intentionally through strategic financial planning.

Cody’s career began in the healthcare industry, where he led consulting and operations teams across both private practices and large healthcare systems. He played a pivotal role in major system-wide projects, including clinical department integrations at Mass General Brigham. But if you ask him, one of his proudest moments was being redeployed to the Massachusetts General Hospital Emergency Department during the height of the COVID-19 pandemic. There, he launched and managed operations for the trauma ambulance bay to support the hospital’s front-line response.

He brings that same calm under pressure and operational excellence to his work in financial planning today.

Cody holds an MBA from Northeastern University and a BS in Biology from Texas A&M University. He is currently pursuing his CFP® designation to further support his clients' financial journeys.

He lives in Marshfield with his wife, Mary-Catherine, and their three children—Oliver, Wellington, and Eloise.

Think he’s all numbers and strategy? Cody also...

• Keeps pace with his three kids—a full-contact endurance sport with no finish line in sight.
• Obsessed with fly fishing, Cody’s often spotted casting hand-tied creations for striped bass with the South Shore Fly Casters.
• Swaps “leave no trace” for “leave it better,” which is his go-to motto when fishing and championing marine conservation.
• Lines up each year for the Cohasset Sprint Triathlon because weekends are for sweat and saltwater.
• Joins his wife for the Falmouth Road Race every summer—running for the glory and that coveted coffee mug!
• Has conquered many of New Hampshire’s 48 4,000-footers, including a Presidential Traverse in a single day.