Baby Boomers

Many baby boomers worked hard to build investments and retirement savings. As they come closer to retirement, many seek professional financial help to:
• Know how and when to draw from savings to supplement your retirement.
• Make sure your money will last your entire lifetime.
• Figure out which investments are a good fit to match your financial safety and stability interests.

At Brighton Wealth Management, we design systematic financial planning strategies and create specific plans for each of your financial goals.

By the end of our third meeting, we present a written financial plan that will address all of your goals. Under certain circumstances, we may explore issues you hadn’t previously considered. 

Widowed/ Divorced

At Brighton Wealth Management, we often work with widowed and divorced people who suddenly face challenging financial and emotional decisions. Many wonder how they will retire well on their own, if alone. How much do they need to save?

Our knowledge and experience in this area will help you find the right answers and we’ll work with you to develop comprehensive financial plans that meet your specific needs and outcomes. 

Business Owners

Many business owners are interested in strategies to reduce tax costs and plan long term financial goals including the best way to plan for retirement for yourself and create a succession plan for your company.

At Brighton Wealth Management, we dedicate ourselves to help you every step of the way. We provide a financial plan to answer all your questions and guide you through the process to accomplish your financial goals.

A “Systems Approach” to Financial Planning

Financial planning is a process to develop and implement an organized and coordinated plan. We aim to achieve your unique financial objectives which may include how to manage your investments, to create your tax and retirement strategies and to plan for your estate.

At Brighton Wealth Management we consider your entire financial situation and take a “systems approach” to achieve your financial goals.

Since we work strictly on a fiduciary basis, our main focus is always on you, our client.

The Fiduciary Difference

As a fee-only Fiduciary Firm, Brighton Wealth Management practices under a Fiduciary Oath that requires us by law to always act in your best interest as our client. We serve you in an objective, unbiased manner and will always disclose or eliminate any potential conflicts of interest.

As a fee-only financial planner and investment management firm, we receive no compensation from any product we recommend. Since we do not represent any product or company, we only represent you as our client.

Since we receive compensation only from the fees paid by our clients, we therefore never accept cross-selling fees, referral fee arrangements, kickbacks, surrender fees, sales contests, “educational cruises” and vacations or “free gifts.”

Client-Centered

As a fee-only Fiduciary Firm, our compensation only comes from you, our client so we only represent you. This allows us to completely devote our focus to you and your financial needs.

Unbiased Advice

At Brighton Wealth Management, we dedicate ourselves to provide financial and investment plans solely for the interest of our clients.

You can rest assured that our recommendations are not influenced by commissions or other forms of vendor-paid compensation.

As we provide the highest levels of personalized service, we also offer continuous professional, independent and unbiased financial advice.

What is Financial Planning?   

Because achieving your financial goals involves the ability to make smart decisions about your money, financial planning is essential. When you clearly understand what you have today, what you want to have in the future and how you are going to get there, you dramatically increase the likelihood of financial success. This process of moving from where you are now (point A) to where you want to be (point B) involves identifying your short, intermediate and long term financial goals is the essence of financial planning. Our job is to help you get from point A to B as efficiently as possible with the greatest stability. 

What is a Fiduciary? 

As a fiduciary firm, we are 100% committed to act in your best interest as our client as our primary value. We are also required by law to do so. A fiduciary must always be objective, unbiased and transparent with our recommendations. We diligently eliminate or disclose any conflicts of interest. Because of this, we are on your side at all times. 

Do you work with clients outside of Salt Lake City?

Yes. From our base in Salt Lake City, we maximize the use of technology to schedule and conduct virtual meetings from where you are for your convenience. Whether you come to Utah to enjoy our outstanding skiing or breathtaking scenery, we can also schedule a meeting to fit into your plans.

Do I need to have my finances in order before I call you? 

Not at all. To organize your financial life is a big part of the up-front and ongoing value of financial planning. When you work with us, you will learn what information will be important to put together to create your financial plan. We help you put all the pieces together to get crystal clear on where you are and where you want to be. When you click on “Schedule a Meeting” and schedule your initial phone or office consultation, we can explore all the ways we can be a good fit to help you achieve your financial goals.