What is our role?

Fiduciary Advice

Bright Wealth Management LLC is an investment advisor representative and we specialize in retirement plans for individuals, families and businesses. We have experience with all of the major plan providers, record-keepers and third-party administrators (TPAs).

We offer 3(21) Fiduciary Support and investment advice to plan participants and to the plan sponsor. This is a valuable level of support, versus being limited to providing educational resources only. This level of support provides the plan sponsor with a diversified menu of investment options and participants with a financial plan that is customized to meet each specific situation and need. We also offer the most comprehensive level of support,the 3(38) Fiduciary Investment Manager. In this role, we share fiduciary responsibility with the plan sponsor by building and managing the plan on a regular basis. For an employer who wants the highest level of fiduciary support and investment advice, this is an exclusive service and certain restrictions apply.