Live with Confidence
Wealth Management for Families Creating Generational Impact
30+
Years Experience
$130M+
Under Management
Generational
Financial Planning
Wealth Advocate
+Concierge™ Team
Step boldly into the creation of your life and legacy
The Brighton Wealth Difference
Invest with Confidence
We create your customized investment programs which includes our two proprietary systems called Wealth Confidence Allocation (WCA) and Ulcer Performance Index (UPI). We help clients approach market conditions with greater clarity, perspective, and confidence.
Family Systems That Last for Generations
We help families align their financial resources with their values, goals, and aspirations for future generations. Lasting legacies are rarely built by chance. Through thoughtful planning, we help create the structure needed to sustain both wealth and purpose across generations. We call this True Wealth.
Your Wealth Advocate +Concierge™ Team
Work with a dedicated advisor and concierge team where trust and personalized service come first. Because true wealth extends beyond finances, we take the time to understand your family, values, goals, and vision, providing thoughtful guidance and support for the opportunities and decisions that matter most throughout life's journey.
Black Swan events are unpredictable. Your response to them doesn't have to be.
Market volatility is inevitable, but how a portfolio is designed can influence the journey. We strive to engineer a more confident investing experience.
Your financial decisions don't just affect your future.
The greatest potential of wealth is not what it can buy, but what it can help create. Through a 200-year perspective, discover how financial resources can become a catalyst for stronger families, greater purpose, and enduring impact across generations.
You Don't Need Another Financial Advisor - You Need a Wealth Advocate
This is where trust and personalized service comes first.
Eric Stats
President
Eric Stats, CFA is President of Brighton Wealth Management and brings more than 30 years of experience in investment
Jeffrey Kahn
Relationship Manager
Jeffrey Kahn has over 30 years of trust and investment experience. Mr. Kahn holds a B.A. (1965) and M.A.
Nancy McMurtrey
Office Manager & Marketing Director
Nancy plays an important role in clarifying
our message, serving our
clients and
Align your wealth, family, and purpose so money serves life - not the other way around.
A real conversation with a real Wealth Advocate.
This 30 minute call offers clarity, hope and action steps to guide you closer to the life you want to build. Because the greatest return on wealth is the life and legacy it helps create.
Schedule your free 30-minute call today
CONTACT US
Brighton Wealth Management
Are You Building the Legacy You Want?
Financial success is not the finish line. It’s a tool that can create stronger families, greater freedom, meaningful experiences, and opportunities that extend far beyond a single lifetime.
The True Wealth Assessment helps you evaluate more than your finances. Discover how your wealth supports your time, family, purpose, and legacy — and receive a personalized roadmap for building a life of greater impact across generations.
Planning Situations We Help Navigate
Retirement Income Planning
A retiring couple wants confidence that their savings can support their lifestyle throughout retirement. Through a financial planning process, they develop a retirement income strategy, evaluate Social Security options, and aligned their investments with their long-term goals.
Business Exit Planning
A business owner preparing for a future sale wants to better understand the financial, tax, and estate planning implications of a potential liquidity event. By working collaboratively with our team, along with the owner’s accounting and legal advisors, various tax strategies, estate planning opportunities, and post-sale investment considerations are evaluated. As a result, the owner gains greater clarity, confidence, and preparedness for a successful transition.
Inheritance and Wealth Management
An individual inherits significant assets and seeks guidance on managing and preserving wealth. The planning process includes investment review, risk assessment, tax considerations, and coordination with legal and tax professionals to create a more organized financial strategy.
Family Legacy Planning
Beyond Time Millionaire Status: Becoming a Time Billionaire Through Legacy
Important Disclosure: These scenarios are hypothetical and for illustrative purposes only. They are not testimonials, endorsements, or actual client experiences. They are intended to show examples of planning conversations Brighton Wealth Management may help clients navigate. Individual circumstances vary, and no specific outcome or result is guaranteed.
The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark. Insurance guarantees are subject to the claims-paying ability of the issuing insurance company.