BRIDGELIGHT FINANCIAL ADVISORS, INC

Overview

Bridgelight Financial Advisors, Inc. is an independent registered investment adviser organized as a corporation that focuses on serving individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with insurance brokerage services. Investment activity centers on publicly traded equities—primarily exchange-traded instruments—and a mix of traditional and alternative allocations intended to diversify client portfolios and meet income or risk-management objectives. The firm’s advisory model leans toward managed, discretionary relationships: most client assets are run under the firm’s investment programs while planning and hourly advice complement ongoing portfolio oversight. Bridgelight is not an ESG-focused allocator and does not position itself as a multi-state or pension consultant. Their dual role as an insurance broker influences usage of insurance-linked products as part of client solutions.

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