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.
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 will help you develop a plan to strategically position your business and your ownership structure to prepare for transition or sale.
We’ll design a sophisticated investment portfolio to build and preserve your wealth for the future.
We understand both business and individual tax laws that impact you so we can help minimize taxes and increase your after-tax wealth.
We’ll review your insurance coverages to help protect you and your family from life’s unexpected events.
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.