We’ll design a sophisticated investment portfolio to build and preserve your wealth for the future.
Once you know where you want to go, you need a strategy to get you there. A major Brightworth difference is our emphasis on comprehensive financial planning, as our team of experts builds custom strategies to address your unique priorities, resources and values.
Our advisors are here to help you confidently transition to the next phase of life with strategic retirement planning.
Our advisors develop a deep understanding of your company compensation plans, stock option and restricted stock plans, and qualified/non-qualified benefits plans. We then integrate these key components with your comprehensive financial strategy.
A tax-efficient savings and investment strategy will be created and monitored to help you pay for college, which is often one of our clients' most important goals.
Our advisors will help you develop a plan to strategically position your business and your ownership structure to prepare for transition or sale.
Brightworth advisors will guide you through a detailed process to determine how your investment in philanthropic endeavors can work with the rest of your financial plan.