Bright Wealth Management, LLC

Everybody needs some guidance when it comes to their wealth and assets. Not everybody understands what it takes to see the true value of their existing wealth, or how to build it further.

Read on to learn how Bright Wealth Management LLC works to educate you on exactly how your financial planning can go to the next level.

Our Ideal Partners

Our typical clients are professionals in retirement or nearing retirement, small business owners, entrepreneurs and executives. While our firm has no account minimums, we find that our services are best suited for individuals and families with at least $250,000 of investable assets.

Are You Ready?

Tax Day: 2022

Seems like it's a long way off, but you need to be aware of the tax implications of the choices you make NOW.
Next April is too late to find out about costly mistakes.

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Newsletters

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What is a Trust?
What is a Trust?

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of…

Ed Bright, Financial Advisor
How We Can Help You?

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