"Invest Like an Optimist but Save Like a Pessimist"
As an Registered Investment Advisor, we have the freedom to place your assets at SEI Private Trust Company, Charles Schwab or Fidelity- whichever suits you and your needs best.
- Family - As a family owned and operated business, you are not simply a customer at Brightside, you are part of something greater; you become part of our family.
- Holistic Financial Planning: We believe in looking at all aspects of your life and how they relate to your financial plan, so that we can properly diagnose areas that need attention and help you move forward to completely pursuing your goals.
- Optimal Age Continuum: We are strategically positioned to work with clients in their 20’s & 30’s, as we have a wealth of real life experience ranging from: getting married, having children, selling and buying a home, to working as professionals in a corporate settings, to starting and running a successful business. You not only have access to our knowledge and experiences, but also to our ever growing list of personal and professional resources to help you along your own journey.
Our age is also a valuable resource to our clients approaching retirement or already retired. We look forward to being with you as you move through the different phases of retired life and help you and your family at each step of your journey.
- Yes, we are currently accepting new clients and no, we do not have a minimum account size.
- We do not believe in limiting the scope of client engagement based on how much money you have to invest today.
- If you think you could benefit from our process, please contact us to learn more.
Brightside Wealth Planning, LLC (“Brightside Wealth Planning”) is a state registered investment adviser located in Center Valley, PA. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Brightside Wealth Planning’s web site on the internet should not be construed by any consumer or prospective client as Brightside Wealth Planning’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.
A copy of Brightside Wealth Planning’s current written disclosure statement as set forth on Form ADV, discussing Brightside Wealth Planning’s business operations, services, and fees is available from Brightside Wealth Planning upon written request. Brightside Wealth Planning does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.
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