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.
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.
November 8, 2022 by Barry Brindise, Financial Planning Director, Brightwater Advisory Roth Conversions in Retirement Planning Retirement accounts come in many shapes. Beyond plans offered
September 20. 2022 by Barry Brindise, Financial Planning Director, Brightwater Advisory Series I-bonds: The Good: Series I bonds are an alternative to TIPS that are
June 28, 2022 We sent the following note to clients on June 17th. Stocks* are down since the beginning of the year (another 6% since
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
