Propel Your Wealth
YOUR JOURNEY
Whether you’re an entrepreneur or working in corporate America, you’ve got big dreams. But how do you achieve those dreams? Is it ever too early to start saving? How much should you start saving and when? Our advisors can help you answer these questions.
SERVICES TO HELP YOU BUILD YOUR WEALTH
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.
Choose a service to learn more.
ADVISORS WHO CAN HELP YOU BUILD YOUR WEALTH
Choose an advisor to learn more about them.
Tenley is a Wealth Advisor and expert in serving high net worth individuals and business owners.
Read MoreWorking closely with Small Business Owners, Dental Professionals, and Attorneys; Andrew aims to create financial plans that align with each client's values and goals.
Read MoreJosh is an expert in financial planning and making complex concepts easy to understand for clients.
Read MoreTom is an expert in helping provide clients with a clear financial understanding at the highest level of service.
Read MorePatricia is an expert in working with clients as their personal CFO, helping them reach their goals and feel confident about their financial situation.
Read MoreAs an Associate Wealth Advisor at CI Brightworth, Jalen is passionate about helping high-earning professionals maximize their unique wealth-building opportunities through personalized planning and advice.
Read MoreAmanda is a Wealth advisor, and her entire career has been spent in the field of financial planning, focusing on holistic wealth management for high-net-worth families.
Read More