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 firm is owned by Pete Kozak, the advisor who works 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 Buckingham Strategic Partners, we combine boutique service and institutional resources. We believe in being transparent, resourceful and passionate experts.
Pete Kozak, CFP® combined his wealth management experience, expertise and enthusiasm into BrightPath Wealth Planning LLC to help clients make the most of money and life.
MoreWe believe that the right ideas, insights and intelligence can help every investor make better decisions.
MoreWe deliver assurance in knowing that every facet of your financial life plays a role in determining your best way forward.
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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.
Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.
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When looking for an investment, many people are turning to real estate. There are a variety of ways to invest in real estate, though one of the most popular ways to invest is by purchasing income-producing property. This can be done through the purchase of multi-family apartments, commercial/retail property, or single-family homes.
The decision making process for single parents begins with the traditional question of determining how much life insurance is the right amount. The simple answer to how much life insurance is enough is quite simple. It depends.
So, the first question that you might ask is, “Depends on what?” That’s easy.
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.
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