Skip to main content

BrightPath Wealth Planning, LLC

Client Login

Phone: (805) 764-0335

BrightPath Wealth Planning, LLC

  • Home
  • About 
    • Our Team
    • Our Alliances
    • Our Memberships
    • Our Philosophy
    • Our Blog
    • In the News
    • FAQ
  • Our Process 
    • Moving Ahead
    • Gaining Peace of Mind
  • Our Services 
    • Investments
    • Life Transitions
    • Retirement Planning
    • Spend-Down Planning
    • Elder Planning
    • Legacy Planning
  • Contact

 

    You are here

  1. Home
  2. Our Services

Our Services

We deliver assurance in knowing that every facet of your financial life plays a role in determining your best way forward.

Achieving your financial goals depends on so much more than just investing. Sometimes, the biggest challenges have nothing to do with the markets. How might taxes impact my savings? Do I have the right insurance should something unthinkable happen? Does my estate plan reflect my desire to support my grandchildren’s education?

Providing thoughtful answers to these kinds of questions is the essence of what we call true wealth management. When you work with our firm, you are able to benefit from our holistic, all-encompassing approach that goes well beyond investment advice to incorporate all facets of your financial life, from tax planning to estate planning, risk management to retirement funding, to charitable giving and beyond.

As we design and maintain your customized plan, these aspects are carefully examined to ensure that no decision is made in isolation and each area contributes to your sense of well-being and security. When we understand and align these critical components of financial health, our clients enjoy a greater sense of confidence in their ability to achieve their highest aspirations.

Our Services

  • Investments
  • Life Transitions
  • Retirement Planning
  • Spend-Down Planning
  • Elder Planning
  • Legacy Planning

Book a Meeting

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • 5999 Ridge View Street Suite B, Camarillo, CA 93012
  • 2945 Townsgate Road, Suite 200, Westlake Village, CA 91361
  • Phone: (805) 764-0335

© 2019 BrightPath Wealth Planning, LLC. All rights reserved.

Website Design For Financial Services Professionals