Wright Investors' Service, Inc. Welcomes Visionary Planning & Investment to Expand Private Wealth Management Platform

Wright Investors' Service, Inc. has announced the integration of Visionary Planning & Investment, LLC, a move aimed at expanding its private wealth management platform. The transaction brings together Wright’s institutional-quality resources with the personalized advisory practice founded by Chris Landry. This partnership highlights a strategic trend in the wealth management sector where independent advisors join larger, established RIAs to access enhanced research, technology, and infrastructure while maintaining fiduciary standards.

Shelton, Connecticut-based Wright Investors' Service, Inc., an independent Registered Investment Advisor (RIA) established in 1960, has integrated Visionary Planning & Investment, LLC into its operations. Under the terms of the agreement, Visionary founder Chris Landry will continue to serve his existing client base directly while leveraging Wright’s broader suite of investment research, planning resources, and administrative infrastructure. The move is designed to provide Visionary’s clients with the stability of a larger organization without sacrificing the personalized relationships that defined Landry's practice.

Amit S. Khandwala, Chairman and CEO of Wright, emphasized that the partnership is a strategic effort to strengthen client service by combining Landry’s trust-based practice with Wright’s institutional capabilities. Manish Maheshwari, President and Co-CIO of Wright, noted that the future of wealth management depends on the intersection of sophisticated technical capabilities and trusted advisor relationships. By integrating Visionary, Wright aims to create a more robust platform that supports entrepreneurial talent through enhanced technology and investment expertise.

For the wealth management industry, this integration reflects a broader strategic focus on scale and resource sharing among fiduciary-focused firms. Wright’s growth strategy specifically targets independent advisors who are looking for a platform that supports advisor independence while providing the back-office and research support necessary to navigate a complex financial landscape. The firm continues to invest in its internal infrastructure, including financial planning and client service excellence, to attract similar talent and expand its national footprint.