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.
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.
