Brightworth Difference
The Brightworth Difference has allowed us to maintain a 98% client retention rate* over the last decade.
As our firm name implies, we are optimistic about our clients’ financial future — and we take the management of their resources very seriously. It is the experience our clients have when working with Brightworth that separates our firm from the rest.
Alignment with Your Interests
You deserve objective advice that is not driven by your advisor's compensation. As a fee-only firm, we are paid solely by our clients and therefore are free to choose the investment strategies that make sense for our clients without the conflict of commission-based or proprietary products.
Personal and Comprehensive Approach
You need an advisor who can integrate and monitor the major financial aspects of your life. Our wealth advisors have deep expertise across the financial disciplines to provide ongoing advice and coordinated leadership among your other advisers. Brightworth’s approach can help you define and achieve your financial and life goals.
Global Investment Solution
We build portfolios with a global capital markets perspective. Our customized strategies have a managed level of tactical flexibility, which includes the use of alternative investments to capture returns and reduce volatility as markets shift.
Accountability and Transparency
We use third-party custodians who independently report on your holdings. The Brightworth Performance Report gives you a clear picture of your investment strategy and how your portfolio has done from day one, net of all fees. We also have a documented track record showing how Brightworth investment portfolios have performed over time.
Longevity
Brightworth has been built to last. Our firm’s succession plan is designed for Brightworth to operate independently into the future and includes plans for multiple generations of shareholders. As such, our team is positioned to be there when you and your family need them most.
