We are a full-service wealth management firm, helping clients in all areas of their financial lives.
Bright Road Wealth manages all investment elements in order to maximize the probability of clients achieving all that is important to them. We achieve this through:
- Portfolio Performance Analysis
- Risk Evaluation
- Asset Allocation
- Assessing the Impact of Costs
- Assessing the Impact of Taxes
- Designing a Customized Investment Plan
Advanced Planning = Wealth Enhancement + Wealth Transfer + Wealth Protection + Charitable Giving
Wealth Enhancement consists of minimizing taxes paid to the Government, and making sure your cash flow meets your lifestyle needs.
Wealth Transfer focuses on transferring your wealth in a thoughtful and effective manner to family members or others, if so desired.
Wealth Protection covers risk mitigation: making sure your assets are appropriately titled, and that you are adequately insured in order to make sure none of your assets are unjustly taken from you.
At Bright Road Wealth, we act as your personal Chief Financial Officer CFO). We strive to build deep, open, and long-term relationships with our clients.
We meet with clients quarterly, and we are always accessible via phone and email.
The other important aspect of relationship management is working with your other experts. This includes your accountant, estate planning attorney, insurance professional or consultant. If you do not currently have a professional in one of these areas, we are happy to make a referral, if needed.
Retirement Plan Services
Whether you are a small business owner concerned about maximizing savings for yourself and your employees, or an individual with questions about your retirement plan, we can help.
Employers have rightfully become concerned about their fiduciary responsibilities in regards to their plan(s). What does my plan cost? Is it too expensive? Am I meeting all ERISA requirements?
Employees oftentimes find themselves facing questions such as: Am I saving enough? How do I invest my account in light of an overwhelming number of choices? Most importantly, am I on track for retirement?
Business planning and Consulting
We help business owners find answers to complicated questions.
- How can I prepare for an orderly exit from my business?
- Am I protected in case a partner or key employee leaves or dies?
- Is my family and business protected if I were to die unexpectedly?
- What is my business worth?
- I’m interested in selling my business. Where do I start?
Brian Pinkston is the founder and president of Bright Road Wealth Management.
Prior to founding Bright Road Wealth Management, Brian worked in the financial services industry for 15 years. Most recently, Brian worked for Dimensional Fund Advisors (DFA), where he educated advisors in the southern U.S. on capital market research and Dimensional's investment strategies. He assisted advisors in the development of investment communication, portfolio construction, and practice management strategies.
Before joining Dimensional, Brian worked for Charles Schwab for almost ten years. Most recently, he provided investment consulting services for institutional clients in the mega 401(k) market, as well as managed a team of consultants and analysts on Schwab's mega 401(k) platform in Austin, TX. Prior to moving to the institutional side of Schwab's business, Brian built and serviced a practice as a Schwab Private Client Consultant in Anchorage, AK. In this capacity, he provided financial planning and asset management services to high net worth individuals, families, and corporations. Brian worked for Fidelity Investments and Zions Bank Capital Markets before going to work for Schwab in 1998.
Brian has earned the Chartered Financial Analyst (CFA) designation from the CFA Institute and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional; he has an Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies, and an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning. Brian has an MBA in Finance from the Goizueta Business School at Emory University, and a BBA in Finance from Texas A&M University. He previously held FINRA Series 7, 9, 10, 24, and 66 licenses.
Brian has been quoted in Alaska Business Monthly, as well as online in Financial Advisor IQ. He volunteers for the American Cancer Society, and is a board member of Anchor Lutheran School.
Phone: (253) 617-1635
Mobile: (817) 915-1579
Fax: (888) 472-5078
Clients benefit from Jayson’s diverse experiences through his unique ability to recognize patterns. He clearly sees the broad picture - your lifetime goals in the context of your current quality of life – and has the technical knowledge to identify and overcome the obstacles to the success of your plan.
Jayson passed the CFP exam in 2015, has completed the CFP Professional Education Program at the College for Financial Planning, and holds a Bachelor of Environmental Design from Texas A&M University. He currently holds a FINRA Series 65 license.
Prior to Bright Road Wealth Management, Jayson’s education and careers spanned a broad range of industries, including outdoor recreation, education, architecture, and rental real estate investments. His work as a financial planner leverages skills learned in each of those industries.
Most recently, Jayson completed the CFP education requirements and passed the CFP exam, while working full-time as Operations Manager and Treasurer at Edgeworks Climbing. During Jayson’s 8-year tenure on the Edgeworks management team, revenue grew 400%, and the staff size tripled. Here Jayson gained an intimate understanding of the difficulties of balancing a budget with customer and staff management needs.
Before Edgeworks, Jayson was an outdoor adventure guide, guiding trips as diverse as mountain biking, whitewater rafting, and rock climbing all over the western United States, and as far afield as Mexico, France and Peru. 10+ years of guiding taught him to assess and manage risks ranging from fun to life threatening, to teach complex ideas to novices, and to isolate errors in practice. He holds a current AMGA Single Pitch Instructor certification and continues to teach Wilderness First Aid for WMI of NOLS (National Outdoor Leadership School).
His education in architecture fostered creativity and problem-solving skills, and cultivated high levels of knowledge and capability in managing complex systems. His subsequent career in architecture and construction, including two years managing a subcontracting business and two years as Director of Development at a real estate development company, required coordinating multidisciplinary perspectives that allowed opportunities for developing communication and team leadership skills.
Currently, Jayson enjoys volunteering as the President of the Board of Trustees of the Tacoma Waldorf School. Previous volunteer activities have included terms as Treasurer on the same Board and four years of personal coaching at Landmark Education.
Phone: (907) 339-1555
Mobile: (907) 229-9813
Fax: (888) 472-5078
The newest addition to the Bright Road Wealth team, Jen Gastrock comes from an engineering background. She holds a Bachelor of Science degree in Civil Engineering and a Master of Science degree in Environmental Engineering. Prior to working with Bright Road Wealth, Jen worked as a Project Manager for a large engineering firm leading teams to build water and wastewater treatment plants around Alaska.
Her experience in leading multidiscipline engineering teams, coordinating specialists from multiple states, preparing facility and community master plans helped her to develop strong leadership and communication skills. Jen will bring this same focus and leadership to work with individuals and businesses to achieve their financial goals.
After taking a short sabbatical from engineering to stay at home with her young family, Jen decided to pursue a career in the financial industry. This included going to Nashville to receive training to be a Ramsey Solutions Financial Coach. She was owner and sole proprietor of a financial coaching business, helping individuals and families learn financial management techniques to live debt free and build wealth.
In addition to financial coaching Jen has taught numerous classes from the Ramsey Solutions group including: Financial Peace University; Legacy Journey; Smart Money, Smart Kids; and Generation Change.
Jen enjoys working with children and can often be found volunteering in her children’s classrooms helping with reading, math, and science activities. In addition, she works part time at a preschool and teaches Sunday school for her church. Jen is also a committee member of the Finance Committee at St. John United Methodist church.