A complete list of active advisors currently associated with Bright Futures Wealth Management, LLC
Warmer can help you find a great advisor at Bright Futures Wealth Management, LLC or one who fits your needs even better.
Bright Futures Wealth Management provides portfolio management, financial planning, pension consulting and related advisory services to individuals (including high‑net‑worth and accredited investors), trusts, and employer-sponsored retirement plans. The firm offers both discretionary and non‑discretionary management and also sponsors a wrap fee program for clients who choose that structure. Client engagements are organized around written Investment Policy Statements and regular monitoring, with Investment Policy Committees reviewing portfolios monthly and adviser reviews performed at least annually. The firm employs a range of analytical methods (fundamental, quantitative, technical and charting) and strategies from long‑term investing to margin and options trading, and it may direct portions of client assets to third‑party money managers. Bright Futures’ supervised persons include licensed insurance agents, a real estate broker, and registered representatives of Silver Oak Securities, Inc., and the firm lists related persons that include an insurance agency and an accounting firm; these affiliations enable the firm to offer real‑estate funds, annuities and other commissionable products and are disclosed as potential conflicts of interest. The firm also emphasizes pension plan consulting delivered via fixed, hourly or asset‑based arrangements and reports no account minimums, features that distinguish aspects of its service mix from many peers.
To learn more about the advisors currently working at Bright Futures Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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