Wealth Management
Your own personal CFO
Providing planning, not prognostication
Comprehensive Wealth Management
At Bright Road Wealth Management, our adivsors act as your personal Chief Financial Officer, developing a deep, open, and long-term relationship with you.
Guidance in a changing landscape
Whether you are planning for retirement, college savings, purchase or sale of a business, or leaving a legacy for your children and grandchildren, we help you develop these goals and provide a roadmap to get you there.
Investment management
We manage all investment elements in order to maximize the probability of clients achieving all that is important to them.
Relationship management
Our wealth management advisors work with your other experts including your accountant, estate planning attorney, insurance professional or consultant. We can make referrals to great professionals as well.
Wealth Management Process
Comprehensive Financial Planning, Implementation, and Monitoring
Create a Comprehensive Plan
We believe that your plan should make sense in the context of your personal goals, values, and circumstances. Our Financial Planning Process will answer your questions, identify risks to your success, and clarify your next steps.
Implement the plan
In collaboration, we’ll create an implementation timeline. We’ll meet 2-3 times per year to review time-sensitive issues and we are always accessible by phone and email for questions that arise.
We’ll monitor your plan progress, manage your investments, and work with your team to ensure you are on track, while you are out living your life (aka doing more important things, like spending time with loved ones, etc.)
This is when you’ll start to feel peace of mind knowing you have a second set of eyes watching out for you!
Consistent guidance throughout your life
We act as both an accountability partner and a steward of your financial security.
The world is imperfect, so no matter your plan, you’ll need course corrections. Unfortunately, many people don’t recognize the inflection point until it’s already passed and bad news does not get better with time!
On an ongoing basis, we evaluate the impact of life events, the changing regulatory environment, and global markets on your plan. We reach out to you proactively for timely action.
You will use your plan to guide decision making and we will help you stick to your plan during turbulent times.
Get your own personal CFO
Your first appointment is always at no obligation and no expense
Wealth Management Advising
Comprehensive Financial Planning, Implementation and Monitoring
Create a Comprehensive Plan
We believe that your plan should make sense in the context of your personal goals, values, and circumstances. Our Financial Planning Process will answer your questions, identify risks to your success, and clarify your next steps.
Implement the plan
In collaboration, we’ll create an implementation timeline. We’ll meet 2-3 times per year to review time-sensitive issues and we are always accessible by phone and email for questions that arise.
We’ll monitor your plan progress, manage your investments, and work with your team to ensure you are on track, while you are out living your life (aka doing more important things, like spending time with loved ones, etc.)
This is when you’ll start to feel peace of mind knowing you have a second set of eyes watching out for you!
Consistent guidance throughout your life
We act as both an accountability partner and a steward of your financial security.
The world is imperfect, so no matter your plan, you’ll need course corrections. Unfortunately, many people don’t recognize the inflection point until it’s already passed and bad news does not get better with time!
On an ongoing basis, we evaluate the impact of life events, the changing regulatory environment, and global markets on your plan. We reach out to you proactively for timely action.
You will use your plan to guide decision making and we will help you stick to your plan during turbulent times.