BrightEdge Wealth Management is an independent, technology-driven wealth advisory firm that blends personalized advice with intelligent automation. We integrate tax analysis (via TaxGPT), advanced financial planning software (RightCapital), and investment management through Altruist to help clients make smarter, faster financial decisions year-round.

We serve professionals, entrepreneurs, and families who want proactive guidance rather than one-time plans. Whether you’re just starting to build wealth or managing complex portfolios, we tailor our process to meet you where you are financially and strategically.

Traditional advisors often focus mainly on investments. We take a whole-plan approach—integrating retirement, taxes, insurance, estate, and investment strategy into one living plan. Our AI-enhanced systems continuously scan your financial picture for opportunities and updates, helping you stay ahead of life changes and tax law adjustments.

1. Discovery & Data Sync – You complete our secure digital intake and connect accounts through RightCapital and Altruist.
2. Financial Diagnostic – We review your current tax return, cash flow, investments, insurance, and estate structure.
3. BrightEdge Plan Build – Using our integrated planning framework, we create projections and strategies across multiple scenarios.
4. Implementation & Monitoring – We automate tasks, track progress, and update your plan dynamically as new data becomes available.

We use a transparent, flexible retainer model with a declining rate structure that adjusts with your income and complexity — meaning you’ll always pay a fair, proportionate amount for your situation. When we manage investments directly, our rates are modest and taper down as assets grow. Annual fees start around $3,000 and are capped for fairness — ensuring you’ll never pay beyond a reasonable threshold for your household or portfolio size. This allows clients to choose a structure that fits their income, assets, and goals rather than being locked into commissions or hidden costs.

Our BrightEdge Framework includes:

• Retirement Planning: Funding analysis, contribution optimization, and cash-flow modeling
• Investment Planning: Risk alignment, portfolio diversification, and policy statement design
• Tax Integration: Year-round tax analysis through TaxGPT and IRS Form 1040 diagnostics
• Insurance & Risk Management: Coverage audits and asset-protection strategies
• Estate Planning: Coordinating wills, trusts, and beneficiary designations

We custody client assets through Altruist, a modern investment platform designed for transparency and low costs. Each portfolio is built according to your Investment Policy Statement and monitored continuously for risk and performance alignment.

We meet formally at least twice a year, with additional check-ins triggered by major financial or life changes. Clients can also message us anytime through their secure planning portal for quick questions or plan updates.

Both. Most BrightEdge clients prefer virtual collaboration via secure video calls and online dashboards, but we can also meet in person by appointment.

We recommend:

• Your most recent tax return (Form 1040)
• Investment statements or 401(k) details
• Insurance policies (life, disability, property, etc.)
• Estate documents, if any (will, trust, POA)
  This helps us create your initial BrightEdge Plan quickly and accurately.

We use encrypted client portals, password-protected document sharing, and secure integrations. No sensitive data is ever shared with third parties without your explicit consent.

Both. Some clients start with a one-time comprehensive plan, while others choose an ongoing retainer for continuous monitoring and access to our planning and investment management tools.

Yes. Collaboration is a core part of our model. With your consent, we’ll work directly with your existing professionals to ensure your financial plan, tax strategy, and estate documents align seamlessly.

A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional has met rigorous education, examination, experience, and ethical standards set by the CFP Board.

CFP® professionals are trained to look at all aspects of your financial life — from investments and insurance to taxes, estate planning, and retirement — ensuring that recommendations align with your total financial picture and long-term goals.

As a fiduciary firm, BrightEdge Wealth Management is legally and ethically obligated to put your interests first.

We do not accept commissions or product incentives. Every recommendation we make must serve your goals — transparently, objectively, and in your best interest.

That means when we suggest a strategy or investment, it’s because it’s right for you — not because it benefits us.

BrightEdge was founded by an experienced retirement plan strategist and wealth planner with over a decade of experience managing complex retirement and investment programs for one of the nation’s top law firms.

While the firm’s founder remains active in the institutional retirement space, BrightEdge was created as an independent advisory platform to bring that same level of sophistication to individual investors, professionals, and business owners — without the layers of a traditional advisory firm.

BrightEdge was built on the idea that financial planning should be dynamic, transparent, and data-driven — not reactive or one-size-fits-all.

Our approach combines the discipline of institutional retirement management with the flexibility of modern technology, creating a planning experience that evolves with your life.

Click “Schedule a Consultation” or complete our Client Intake Form on the Contact page. You’ll receive a confirmation and next-step guide within 24 hours.