As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.
We partner with clients to shed light on their path ahead and confidently take steps towards their best life. BrightPath Wealth Planning is an independent fee-only financial planning and investment advisory firm. Independent means we are owned by Pete and Jean-Luc, the advisors who work directly with our clients. Fee-only means we only get paid by clients for our advice and expertise. So, we never accept commissions from the sale of investments or insurance products. As a member of The BAM Alliance, we combine boutique service and institutional resources. We believe in being transparent, resourceful and passionate experts.
Pete Kozak, CFP® and Jean-Luc Bourdon, CPA, PFS combined their wealth management experience, expertise and enthusiasm into BrightPath Wealth Planning LLC to help clients make the most of money and life.More
We believe that the right ideas, insights and intelligence can help every investor make better decisions.More
We are dedicated to providing financial planning and investment advisory expertise. As such, we are interested in the important financial decisions you face—not only in your investments. We want to understand the big picture of your financial life and empower you to shape it as you envision.