The Brighworth Investment Committee is pleased to share four videos with you, as we review 2016 and discuss our outlook for 2017.
Personal wealth planning for your future.
From Our Blog
Review the latest from our wealth management advisors
Dave Polstra’s boss told him 35 years ago that he would never make it in the world of ﬁnancial planning. Now the wealth management ﬁrm Polstra co-founded, Brightworth, manages more than $1.2 billion for more than 500 clients.
In Part 1 of our series, we discussed one of the most important questions in planning for philanthropy, “How much can I give?” Using our Wealth Assurance Report,TM Brightworth advisors help clients determine their long-term sustainable capacity for spending and giving.
We see it time and time again. Whether it is a couple who have come to our office to discuss preparing for retirement, or retirees who are now less sure of their financial security than they were a few months ago.