Brightway Wealth Management | Financial Planning/Wealth Management

Your Clear Path Forward

Integrity, Knowledge, Collaboration.

At Brightway Wealth Management, our client relationships are started and maintained through stewardship rather than salesmanship. We are committed to providing the guidance you need to achieve a fulfilling and secure financial future.

Your Values – Our Vision

We implement a values-based approach that creates a tailored plan focused on helping you reach the financial goals you value most.

Retirement Planning

Guidance on Social Security, tax strategies, distributions, and more

Retirement Plan Consulting

Solutions to meet your goals as a business owner and help your employees achieve theirs

Advanced Wealth Management

Strategies to transition wealth through proactive estate planning and sustainable charitable giving

Simplify Your Financial Puzzle

Our clients typically come to us with a tangled disarray of 401(k)s, Roth IRAs, insurance policies, individual securities, and more. Our team will methodically work through each piece of your puzzle to organize and simplify your financial life.

​Meet Our Team​ 

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Integrating Faith, Family, and Investments

Our beliefs drive our purpose, and our purpose drives our actions. You will benefit from our independence, integrity, knowledge, collaboration, and strong sense of faith and family.

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Create Your Loving Legacy

You are passionate about making a difference in the lives of others. Our financial guidance will help you create a meaningful legacy and pass on your wealth to the people and causes that are important to you.

​See Our Story 

Illuminating Your Way

Our solid and sound financial guidance serves as a beacon to help you successfully navigate the complexities of your unique financial journey.