Every BrightPath client is unique, even those with similar financial matters. Your cultural background, childhood experiences, attitudes, goals, emotional make-up, family situation, spending patterns, income level, and income trajectory all contribute to your individual relationship with money. We each arrive at our decisions relying on some combination of objective data and emotional pulls. So, what factors drive your relationship with money and financial decisions?
At BrightPath, we prioritize knowing you as a person, not just getting to know your numbers; What are your life’s dreams? What’s most important? How do you make decisions? How are you feeling about your finances today? Asking the right questions and listening to your answers helps us guide you and your family to your best financial decisions.
Here’s what you can expect when you work with BrightPath:
Collaborative discussions, where we talk through your goals and uncertainties.
Comprehensive advice integrating all of your personal financial matters.
A financial coach who will analyze your data and personal situation, and then provide unbiased, objective guidance.
Honest feedback regarding your situation, and the steps required to reach your goals.
A team relationship that deepens as we get to know each other.
Insightful advice and concierge service, where your best interests and well-being are our key priority.
Every BrightPath client is unique, even those with similar financial matters. Your cultural background, childhood experiences, attitudes, goals, emotional make-up, family situation, spending patterns, income level, and income trajectory all contribute to your individual relationship with money. We each arrive at our decisions relying on some combination of objective data and emotional pulls. So, what factors drive your relationship with money and financial decisions?
At BrightPath, we prioritize knowing you as a person, not just getting to know your numbers; What are your life’s dreams? What’s most important? How do you make decisions? How are you feeling about your finances today? Asking the right questions and listening to your answers helps us guide you and your family to your best financial decisions.
Here’s what you can expect when you work with BrightPath:
Collaborative discussions, where we talk through your goals and uncertainties.
Comprehensive advice integrating all of your personal financial matters.
A financial coach who will analyze your data and personal situation, and then provide unbiased, objective guidance.
Honest feedback regarding your situation, and the steps required to reach your goals.
A team relationship that deepens as we get to know each other.
Insightful advice and concierge service, where your best interests and well-being are our key priority.
Every BrightPath client is unique, even those with similar financial matters. Your cultural background, childhood experiences, attitudes, goals, emotional make-up, family situation, spending patterns, income level, and income trajectory all contribute to your individual relationship with money. We each arrive at our decisions relying on some combination of objective data and emotional pulls. So, what factors drive your relationship with money and financial decisions?
At BrightPath, we prioritize knowing you as a person, not just getting to know your numbers; What are your life’s dreams? What’s most important? How do you make decisions? How are you feeling about your finances today? Asking the right questions and listening to your answers helps us guide you and your family to your best financial decisions.
Here’s what you can expect when you work with BrightPath:
Collaborative discussions, where we talk through your goals and uncertainties.
Comprehensive advice integrating all of your personal financial matters.
A financial coach who will analyze your data and personal situation, and then provide unbiased, objective guidance.
Honest feedback regarding your situation, and the steps required to reach your goals.
A team relationship that deepens as we get to know each other.
Insightful advice and concierge service, where your best interests and well-being are our key priority.
Every BrightPath client is unique, even those with similar financial matters. Your cultural background, childhood experiences, attitudes, goals, emotional make-up, family situation, spending patterns, income level, and income trajectory all contribute to your individual relationship with money. We each arrive at our decisions relying on some combination of objective data and emotional pulls. So, what factors drive your relationship with money and financial decisions?
At BrightPath, we prioritize knowing you as a person, not just getting to know your numbers; What are your life’s dreams? What’s most important? How do you make decisions? How are you feeling about your finances today? Asking the right questions and listening to your answers helps us guide you and your family to your best financial decisions.
Here’s what you can expect when you work with BrightPath:
Collaborative discussions, where we talk through your goals and uncertainties.
Comprehensive advice integrating all of your personal financial matters.
A financial coach who will analyze your data and personal situation, and then provide unbiased, objective guidance.
Honest feedback regarding your situation, and the steps required to reach your goals.
A team relationship that deepens as we get to know each other.
Insightful advice and concierge service, where your best interests and well-being are our key priority.
Privacy Policy
BrightPath Financial, Inc. (“BrightPath”), a financial planning firm, is committed to safeguarding the confidential information of its clients. We do collect nonpublic personal information in order to open and administer your accounts with us and to provide you with accurate and pertinent advice. We hold all nonpublic personal information you provide to us in the strictest confidence. If we were to change our firm policy, we would be prohibited under the law from doing so without advising you first.
BrightPath collects personal information about you from the following sources:
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Applications or other forms.
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Discussions with unaffiliated third parties.
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Information about your transactions with us or others.
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Questionnaires.
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Tax Returns.
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Estate Planning Documents.
Such information could include:
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Your name and address
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Social Security Number
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Employment Information
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Driver’s License Number
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Investment objectives
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Account balances and transactions
BrightPath uses your personal information in the following manner:
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We do not sell your personal information to anyone.
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We limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law. (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant or lawyer.)
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We will provide notice of changes in our information sharing practices. If, at any time in the future, it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change so you will have the opportunity to opt out of such disclosure.
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We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
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For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators also may review firm records as permitted under law.
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We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.
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Personally identifiable information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities laws. After this required period of record retention, all such information will be destroyed.
Should you have questions or concerns about the privacy of your information, please contact us at (872) 249-9300.