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Fiduciary business support, Investment Management, Succession Planning

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Fiduciary Support, Retirement Plans, Endowment Management

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We’re different.


Bright Road Wealth Management is your personal financial advocate.

We are proud to be an independent, fee-only Registered Investment Advisor(RIA). As such, we are happy to say we receive no commissions, revenue sharing, or fee trails from any investment products we recommend. Further, we are legally a fiduciary to all our clients, which requires us to act in your best interest. We believe this is the only way to do business. At Bright Road Wealth we provide:

  • Client Focused Financial Planning
  • Experienced Investment Advice
  • Investment Philosophy Backed by Science
  • Educated and Credentialed Advisors
  • Cutting Edge Client Technology

The first appointment is always at no obligation, and at no expense.

Schedule a meeting today!

Alaska

310 K Street, Suite 200, Anchorage, AK 99501
Phone: 907-339-1555
Fax: (888) 472-5078
Email: brian@brightroadwealth.com
Email: jayson@brightroadwealth.com
Email: jen@brightroadwealth.com
Email: matthew@brightroadwealth.com

Washington

2367 Tacoma Avenue South, Tacoma, WA 98402
Phone: (253) 617-1635
Fax: (888) 472-5078
Email: jayson@brightroadwealth.com