Personal wealth planning for your future.


Insights & News

Review the latest from our wealth management advisors

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How to Manage Financial Matters Before Getting Married Late in Life

Is love on your mind? Brightworth’s Annika Cushnie was quoted in this US News & World Report article on making smart financial decisions if marrying later in life.

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Kids Leaving Home? How New Empty Nesters Can Save, Invest

Whether your kids are off to college or to kindergarten, becoming an empty nester could free up a big chunk of money for parents. Lisa Brown, Brightworth wealth advisor and partner, shares valuable tips on


Market gains signal time for caution

On, Mike DeWitt, Brightworth partner and wealth advisor, shares thoughts on why now is a good time to assess your investment strategy and make any needed adjustments.


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Video Perspectives

Insights from our wealth management advisors

  • 2016 Highlights and Review
    January 20, 2017
  • How does President Trump Impact our Investment Thinking?
    January 20, 2017
  • Starting Conditions Matter - Reagan vs. Trump
    January 20, 2017
  • Investing in the Current Market Environment
    January 20, 2017
  • Europe, Brexit and European Banks
    July 27, 2016
  • 2016 Investment Summit: Brightworth's Investment Process
    January 21, 2016