Widows & Heirs
Your trusted Brightworth team will watch out for you and help you make wise and thoughtful decisions to bring confidence, security, and peace of mind to you and your loved ones. We can also help you obtain a clear view of your new financial situation and design a strategy to manage your assets.
We will guide you through the estate settlement process so you don't have to go through it alone, coordinating with the other members of your financial team to help secure income and preserve wealth for your lifetime.
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.
Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.
Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future." Her straight forward, results oriented approach appeals to the busy professional.