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
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.
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."
Annika's decade of experience and passion for working with busy professionals and women make her uniquely positioned to help her clients reach their financial and lifetime goals.