Independent, Fee-Only, Fiduciary
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Custom Investment Strategies

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Advanced Planning

Wealth Enhancement, Protection, Transfer Charitable Giving
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Small Business Support

Fiduciary business support, Investment Management, Succession Planning
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Non-Profit Support

Fiduciary Support, Retirement Plans, Endowment Management
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We’re different.

Bright Road Wealth Management is your personal financial advocate.

We are proud to be an independent, fee-only Registered Investment Advisor(RIA). As such, we are happy to say we receive no commissions, revenue sharing, or fee trails from any investment products we recommend. Further, we are legally a fiduciary to all our clients, which requires us to act in your best interest. We believe this is the only way to do business. At Bright Road Wealth we provide:

  • Client Focused Financial Planning
  • Experienced Investment Advice
  • Investment Philosophy Backed by Science
  • Educated and Credentialed Advisors
  • Cutting Edge Client Technology


405 W. 36th Avenue, Suite 212
Anchorage, AK 99503
Phone: (907) 339-1555
Fax: (888) 472-5078
Email: brian@brightroadwealth.com
Email: jayson@brightroadwealth.com
Email: jen@brightroadwealth.com
Email: matthew@brightroadwealth.com


1102 A Street, Suite 300 #35
Tacoma, WA 98402
Phone: (253) 617-1635
Fax: (888) 472-5078
Email: jayson@brightroadwealth.com


14493 S. Padre Island Drive, Suite A #402
Corpus Christi, TX 78418
Phone: (361) 861-5292
Fax: (888) 472-5078
Email: mattmerrill@brightroadwealth.com