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Dave Polstra’s boss told him 35 years ago that he would never make it in the world of financial planning. Now the wealth management firm Polstra co-founded, Brightworth, manages more than $1.2 billion for more than 500 clients.

We see it time and time again. Whether it is a couple who have come to our office to discuss preparing for retirement, or retirees who are now less sure of their financial security than they were a few months ago.

In Part 1 of our series, we discussed one of the most important questions in planning for philanthropy, “How much can I give?” Using our Wealth Assurance Report,TM Brightworth advisors help clients determine their long-term sustainable capacity for spending and giving.

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Video Perspectives

Insights from our wealth management advisors

  • 2016 Highlights and Review
  • How does President Trump Impact our Investment Thinking?
  • Starting Conditions Matter - Reagan vs. Trump
  • Investing in the Current Market Environment
  • Europe, Brexit and European Banks
  • 2016 Investment Summit: Brightworth's Investment Process