A complete list of active advisors currently associated with Brightwork Wealth Management, LLC

Warmer can help you find a great advisor at Brightwork Wealth Management, LLC or one who fits your needs even better.

Brightwork Wealth Management serves individual and high-net-worth clients by providing wealth management that combines discretionary investment management with integrated financial planning. The firm operates as a fee-only advisor and states that financial planning is provided as part of its wealth management service at no separate charge. The firm builds and maintains proprietary model portfolios that can be used alone or blended and emphasizes asset allocation informed by modern portfolio theory, using a mix of passive and active funds as well as individual securities. It conducts fundamental and mutual fund/ETF analysis, typically manages accounts on a discretionary basis, and requires clients to establish custody with Charles Schwab, leveraging Schwab’s institutional platform and related services. Noteworthy features include the firm’s recent formation (September 2025) and a small, principal-led structure with two founders directly involved in account reviews. The brochure also discloses that a principal holds an insurance license but that the firm will not sell insurance products to clients, that financial planning is not offered as a standalone engagement, and that the firm does not vote client proxies—characteristics that distinguish it from many peers.

To learn more about the advisors currently working at Brightwork 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.

Name	Location	Years of experience
Carey Davis	Colorado Springs, CO	0
Christopher Davis	Colorado Springs, CO	3

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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