Solutions Designed to
Build & Protect Your Wealth
Our services can cover just about any financial matter that comes up in your life
Whether you’re saving for a new home, confused about how your employee benefits or stock incentive compensation works, funding a college education, working towards financial independence, or have some other matter, BrightPath can help. We recognize that the most eﬀective financial advice comes from an integrated view. When solving a financial challenge, we take a close look at all areas of your finances.
You can think of us as your Financial Concierge or Personal CFO – we’ll help chart your path and be by your side along the journey.
Let’s chat to see how our strategies can meet your needs.
At BrightPath, we shine a light into all aspects of your finances: