Our purpose is to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones or meaningful charities, and empower you to pursue your life’s aspirations.
Our Independence - Your Advantage!
Brightpoint is uniquely positioned to cater to your distinct financial needs. As your trusted financial advocate, we provide unbiased investment guidance and financial planning to help you manage your wealth over your lifetime and beyond. We have no proprietary investment products to sell and no investment banking relationships to promote.
Putting Your Wealth to Work for You!
We start by gaining a deep understanding of your values, goals and unique perspectives. Once we have insight into your distinct financial situation, we begin to design a highly customized, integrated wealth management solution.