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BRIGHTWORTH PROMOTES DON WILSON AND ANNIKA FERRIS TO PARTNER
Brightworth Director of Portfolio Management Don Wilson, CFP®, CFA, and Wealth Advisor Annika Ferris, CFP®, CLU®, CDFA™ have become Partners in Brightworth. |
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| Home>The Brightworth Difference |
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As a wealthy individual, you confront a growing volume of financial decisions and products. You need a partner who can give you the very best in financial strategies and who also understands the goals and dreams you have for your life and family - the things that are truly important to you. You need someone to be on your side to offer critical thinking and objective wisdom as you work toward protecting and building your future.
Disciplined-Innovation™ for Wealth. As we develop and build investment portfolios and integrated financial strategies, we use a Disciplined-Innovation™ process. This proprietary approach is defined by creative thinking, continuous learning and customized planning across the financial disciplines.
Fee-Only, Open Architecture. You need to feel comfortable that your advisor truly works for you. We are an independent firm and have the freedom to give counsel with your best interests in mind. As a fee-only investment firm, we are paid directly by our clients and do not sell commission products or receive investment banking fees. Yet our size and network within the investment industry allow us to access "best of breed" investment solutions wherever our research reveals them.
Global Investment Solution. We build portfolios with a global capital markets perspective. Our customized portfolios have a managed level of tactical flexibility developed to capture values and returns as markets shift. In addition, we utilize alternative investment strategies designed to enhance returns while protecting principal.
We look forward to helping you achieve financial success and personal fulfillment.
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