Working with you

Since our founding in 1997, Brightworth has been dedicated to not only delivering financial expertise, but to listening to your needs and serving as a partner in your success. We’re dedicated to ensuring your bright financial future, and we take the management of your resources very seriously by providing independent and objective counsel.

Working_with_you

We put you first

Investing is a means to reaching your unique goals. We listen to you and customize your financial strategy based on those goals. And as a fee-only firm, we are paid solely by our clients, freeing us to design financial planning and investment strategies without the conflict of commission-based or proprietary products.

A comprehensive approach

You need an advisor who can integrate and monitor all the major financial aspects of your life. Our wealth advisors have deep expertise across financial disciplines to provide ongoing advice and coordinated leadership with your other advisors.

The transparency you want

We use third-party custodians who independently report on your holdings. The Brightworth Performance Report gives you a clear picture of your investment portfolio from day one, net of fees. We also monitor and report on how your Brightworth investment portfolios have performed over time, and our online dashboard allows you to review your financial picture and related details at any time.

A partnership built to last

Brightworth’s succession plan is designed so that we can operate independently into the future, and includes plans for multiple generations of shareholders. Our team is positioned to be here when you and your family need us most, whether that time is now, or later down the road.

 

Plans

Getting started with your advisor

You and your Brightworth advisor will first review all the data about your financial situation to understand not only where you are, but where you and your family want to be. We’ll look not only at next year, but at five, ten, twenty, or thirty years from now.

With this knowledge, your advisor will develop a strategy and supporting tactics to help you reach your goals. Every strategy is unique, and through regular updates and two-way communication, that strategy will evolve as your situation changes.

Once your plan is complete we'll review each component with you. This is an opportunity for you to provide feedback and ask us any questions, so we can be sure the strategy we've designed meets your financial needs and personal objectives.

With your strategy set, we’ll work with you to open new accounts and move existing investments to Brightworth for management. Throughout this process, we will make sure nothing is overlooked, coordinating with your other advisors, such as your CPA, insurance agent, and attorney.

 

Handshake

An ongoing relationship

Choosing to work with Brightworth isn’t just a transaction; it’s a partnership. You’ll meet with your advisor at an agreed-on frequency to review your financial goals and investment portfolio, and to update your financial plan as necessary. As a Brightworth client, you also can choose to use our online dashboard to review your financial overview and details at any time, from any web-enabled device.

You’re welcome to call us with specific questions, concerns, or changes in your situation you'd like to discuss. Whether you need financial consultation or just want to run an idea by an expert in the field, your advisor is always available. Your advisor will also keep you up-to-date with quarterly market commentary, important communications, and invitations to exclusive Brightworth events.

It’s all part of what we believe sets us apart: a commitment to partner with you to design and implement strategies to wisely manage your wealth and help you build your financial future with confidence.

Let's talk