BrightGuide Financial
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  • Home
  • About Us
    • Meet the Team
    • Our Process
    • Our Value Proposition
  • Services
  • Resources
  • Contact
  • Logins
    • Client Portal

Our Value Proposition

BrightGuide Financial is a privately owned, independent, wealth management firm. 

Private

​Advisors working for large, publicly traded companies are often burdened by the demands to sell proprietary products, meet quotas, and adhere to overly rigid processes. Ultimately, this can hinder an advisor’s ability to remain objective and put their clients' needs first. As a private company, we do things differently. We partner with you. We serve as your personal fiduciary, analyzing your unique needs with discernment, objectivity, and expertise so you can enjoy the peace of mind you deserve. 
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Independent

Financial advisors transitioning away from the corporate employment model to the independent model is one of the industry's fastest growing trends. Simply put, advisors want to provide their clients with a wider variety of investment strategies, more innovative technology solutions, and the ability to think outside the box, so each client's unique needs can be met with a bespoke approach. BrightGuide Financial provides access to over a dozen of the industry's largest institutional money managers, each known for their long standing reputation and expertise in global markets analysis and investment methodology. Our advisors operate under the industry's highest ethical standard - the fiduciary standard. A fiduciary acts on behalf of a client, placing the client's interests ahead ahead of their own, with a duty to preserve good faith and trust. 

Our Strategic Partners


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BRIGHTGUIDE FINANCIAL

5635 N Scottsdale Rd. Suite 170 - 121
Scottsdale, AZ 85250
Ph. (480) 687-1424
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Investment advisory services offered through CreativeOne Wealth, LLC, an Investment Advisor. BrightGuide Financial and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. No information on this website is intended to provide, and should not be relied upon for or construed as accounting, legal, tax or investment advice. Neither Change Path, LLC nor its representative gives tax or legal advice.
ARE-5605| 19350 - 2019/10/7