Advisor Weekly 12/10/2018
Submitted by BrightPath Wealth Planning, LLC on December 21st, 2018
About Us
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 The BAM Alliance, we combine boutique service and institutional resources. We believe in being transparent, resourceful and passionate experts.
Story
& History
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.
MoreValues
& Philosophy
We believe that the right ideas, insights and intelligence can help every investor make better decisions.
MoreMission
& Services
We deliver assurance in knowing that every facet of your financial life plays a role in determining your best way forward.
MoreOur Memberships
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Our Services
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.
Meet Our Team
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.
Latest News
Blog & Events
Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.
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Submitted by BrightPath Wealth Planning, LLC on December 21st, 2018
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Submitted by BrightPath Wealth Planning, LLC on December 21st, 2018
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