Brightway Wealth Planning

Overview

Brightway Wealth Planning is an independent registered investment adviser operating as a sole proprietorship and owned by an individual. The firm focuses on individuals and families and provides financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with hourly charges. Brightway also conducts insurance brokerage activity, which aligns with its use of annuity products in client solutions. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices