Terms & Privacy

TERMS OF USE

Disclosure:

Brightworth is an SEC registered investment advisor and wealth management firm located in Atlanta, Georgia. This website is provided for informational purposes only and does not constitute a complete description of our investment advisory services. This website is in no way a solicitation or offer to sell securities or investment advisory services. Advice may only be rendered after delivery of our firm's Form ADV Part 2, the execution of an investment advisory and/or financial planning contract, and the initial payment of the planning fee (if applicable) by the client to the advisor.  Brightworth will provide a copy of our ADV Part 2 to clients and prospective clients upon request.

The information provided on this website is believed to be factual and reliable. There are no warranties express or implied as to the accuracy, completeness or results obtained from any information posted on this or any "linked" website. Neither Brightworth nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.

Brightworth does not provide legal advice or prepare accounting or legal documents.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one clients' evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. A more thorough disclosure of the criteria used in any of these rankings can be provided upon request.

FT 300 Disclosure: The 2016 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2016). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Brightworth’s retention rate is calculated based on the percentage of clients at the beginning of the calendar year that remain clients at the end of the calendar year. For this calculation we do not include clients who have died, who are terminated by Brightworth or whose investments are significantly below our minimum. This average annualized rate is based upon data beginning January 1, 2000.

 

PROTECTING YOUR PRIVACY

Brightworth is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence.  These records include all personal information collected from current or former clients in connection with any of the services provided by Brightworth. Our policy with respect to your personal information is listed below.

  • As part of the Strategic Wealth Management process we collect nonpublic personal financial information (encompassing investments, employee benefits, taxes, etc.) as well as health and family information as needed to provide our services to you, from the following sources: (i) information we receive from you on applications or other forms, or in the course of communications between you or your designees and our staff; (ii) information about your transactions with us or others. 
  • In the normal course of business we disclose personal information to companies that help us process or service your transactions or account(s), including, for example, companies that provide custodial and/or trust services for your investment portfolios. Examples of the types of information provided include name, address, phone number, Social Security number, and information about your investments and investment experience.
  • In the normal course of business we may also use unaffiliated/third party service providers to analyze, maintain, store, and /or archive records and other data (in paper, electronic or digital form) that  include client personal information.  Examples of such services include financial planning and related software, document storage, email archival, contact and portfolio management, financial planning and related software, online client portal and/or aggregation services.  Brightworth has a contractual relationship with these companies, which does not permit them to use client confidential data for any other purposes.
  • As part of the Strategic Wealth Management process we may discuss your information on an “as needed” basis with your other advisors. For instance, we may assist your CPA in compiling information for your tax returns; we may provide information to the attorney who prepares your estate planning documents.
  • We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted under law, for example, to cooperate with SEC regulators or other law enforcement authorities.
  • We restrict access to personal information to our employees and agents for business purposes only. We maintain physical, electronic, and procedural safeguards to guard your personal information.
  • We do not sell your personal information to anyone.

We understand the trust you have placed in us as your financial advisor. You rely on us to act in your interest and protect the confidentiality of your personal information. Our privacy policy reflects the desire to safeguard your data while providing the best possible service to you. Please call us at (404) 760-9000 or toll-free at (800) 218-5174 if you would like to discuss any aspect of our privacy policy.

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