Helping you follow through
on good financial decisions

Steward of your investment, so that you can be a steward of your community.

The Brightwater Difference

We are a healthy fiduciary with over $150 million in client capital under management and will guide you through good times and bad. We are committed to managing your liquid assets through your own account that is connected to your personal, written investment plan.

blank

STORIES

We all have different seasons and we try to meet you where you are with a sense for what is likely to be coming next.

Thoughts

Crypto Considerations

by Barry Brindise, Financial Planning Director, Brightwater Advisory If you have been watching the news recently, you have heard the words, “Bitcoin”, “Blockchain”, and “Crypto

Read More »
blank

Spreading Out

We sent a letter to clients in January and I am sharing an edited version in which I would like to cover the following items

Read More »
blank

Donor Advised Funds

We have had increasing questions and interest from clients for Donor Advised Funds and we continue to be intrigued with their possibilities in financial planning,

Read More »

LET'S TALK

The questions and concerns you have may be unique or normal for your season of life and circumstances.

Fill out the form provided and someone will be in touch within 48 hours. 

“Every client has something unique that should be acknowledged. By focusing on communication from the start, our clients are more likely to follow through on their plan.”

– David Maddux, Co-Founder

blank
Top