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.
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.
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.
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.
Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.
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.
Dimensional Fund Advisors
Wednesday, February 7, 2018
Sign up to get our latest wealth planning ideas.
© 2019 BrightPath Wealth Planning, LLC. All rights reserved.
