Our Services

Once you know where you want to go, you need a strategy to get you there. A major Brightworth difference is our emphasis on comprehensive financial planning, as our team of experts builds custom strategies to address your unique priorities, resources and values.

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We’ll design a sophisticated investment portfolio to build and preserve your wealth for the future.

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Our wealth advisors work with trustees and beneficiaries to coordinate a sound strategy.

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Your trusted financial advisor will make the wealth transfer process understandable and will work with your estate planning attorney to implement the essential financial, charitable and estate planning tools.

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Brightworth advisors will guide you through a detailed process to determine how your investment in philanthropic endeavors can work with the rest of your financial plan.

brightworth-business-transition-planning

Our advisors will help you develop a plan to strategically position your business and your ownership structure to prepare for transition or sale.

We’ll review your insurance coverages to help protect you and your family from life’s unexpected events.

A tax-efficient savings and investment strategy will be created and monitored to help you pay for college, which is often one of our clients' most important goals.

Our advisors develop a deep understanding of your company compensation plans, stock option and restricted stock plans, and qualified/non-qualified benefits plans.  We then integrate these key components with your comprehensive financial strategy.

 

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We understand both business and individual tax laws that impact you so we can help minimize taxes and increase your after-tax wealth.

Our advisors are here to help you confidently transition to the next phase of life with strategic retirement planning.