What type of lifestyle will my assets support? How do I structure my investments to provide income, to grow and outpace inflation, and to reduce market volatility? What other important elements of my financial plan need to be in place to protect my family and my wealth from life’s uncertainties? Will a trusted advisor be there for my family when I am not? Your Brightworth advisor will address these key issues to help preserve your lifestyle and the fruit of your life’s work during retirement.
Our Expert Advisors
Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.
Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping my clients retire well, with confidence and security about their future."
Nathan’s experience as a tax advisor and keen understanding of investment strategy and economics allow him to provide individuals with a basic understanding of the most complex aspects of their financial lives.