BridgeLight Financial Advisors, Inc logo

BridgeLight Financial Advisors, Inc

Updated today

Client assets under management

$150,777,009

Clients

246

15% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

82

High

Average account size

$612,915

About

Bridgelight Financial Advisors serves individual clients and families—including high-net-worth and non‑HNW households—as well as pension plans, trusts, estates, charitable organizations and business entities, managing roughly $151 million for about 246 clients with a three-advisor team. The firm offers fee‑based services including discretionary investment management, comprehensive financial planning, and limited-scope consulting, and it provides advice on held-away accounts such as variable life products, annuities and employer‑sponsored retirement plans.

The firm follows an active, discretionary investment approach that emphasizes asset allocation and periodic rebalancing (at least annually) across equities, ETFs and mutual funds, often favoring institutional share classes when available. Portfolio construction and monitoring incorporate fundamental, quantitative and technical analyses, model manager due diligence, and client‑specific profiles that guide risk tolerance, time horizon and trading restrictions.

A notable distinction is that some advisory personnel are licensed insurance agents who sell life insurance, long‑term care products and fixed annuities and receive commissions; the brochure discloses these insurance activities comprise a material portion of advisors’ time and create potential conflicts of interest. Bridgelight also discloses additional compensation arrangements tied to annuity distribution and marketing support from third parties and discusses its fiduciary disclosures and procedures for rollover recommendations and conflict mitigation.

Client services

Financial planning Portfolio management
College planning - provide advice on cash flow and portfolio management for parents of college bound students

Expertise

General retirement planning Wealth management Charitable giving & philanthropy

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Fee options

Fixed

Fixed financial planning fees up to $25,000, negotiated based on complexity

Project-based

$325/hour for limited scope engagements and for fee proration upon termination of financial planning

Other

Account minimum: $250,000

Main office location

BridgeLight Financial Advisors, Inc

1 Enterprise Drive, Suite 405

Shelton CT 06484, United States

Number of offices

1

Most active in

Connecticut · Florida · New Hampshire · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William L

Series 63, Series 65

Shelton, CT

BridgeLight Financial Advisors, Inc

William Leavitt is a financial advisor with BridgeLight Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Senior Financial Advisors, Inc. since 2006. Leavitt is also a licensed independent insurance agent, recommending insurance and annuity products to clients on a commission basis. BridgeLight Financial Advisors serves individuals, families, and various institutional clients with a fee-based, discretionary investment approach that emphasizes asset allocation and periodic rebalancing. The firm manages approximately $151 million for about 246 clients across three advisors.

General retirement planning Wealth management Charitable giving & philanthropy
user avatar

Tyler D

Series 65

Shelton, CT

BridgeLight Financial Advisors, Inc

Tyler D'amore is a financial advisor at BridgeLight Financial Advisors, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to joining BridgeLight, he worked at TrinityPoint Wealth and HomeBridge Financial Services. Outside of finance, he owns and operates D'Amore Designs, LLC, a custom clothing apparel business. BridgeLight Financial Advisors serves individual clients, families, and various institutional clients, managing approximately $151 million. The firm employs an active, discretionary investment approach focused on asset allocation and periodic rebalancing across multiple asset classes.

General retirement planning Wealth management Charitable giving & philanthropy
user avatar

Aidan R

Series 65

Shelton, CT

BridgeLight Financial Advisors, Inc

Aidan Reed is a financial advisor at BridgeLight Financial Advisors, Inc. He holds a Series 65 designation and has under one year of industry experience. Prior to joining BridgeLight, he worked at Hackmann Wealth Partners and has an academic background from the University of Virginia. BridgeLight Financial Advisors serves individual clients and families, including both high-net-worth and non‑HNW households, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an active, discretionary investment approach focused on asset allocation and periodic rebalancing, integrating fundamental, quantitative, and technical analyses tailored to client-specific profiles.

General retirement planning Wealth management Charitable giving & philanthropy
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