Home

Retirement

Independent, Fee-Only, Fiduciary
Free Analysis

Custom Investment Strategies

What's your Risk Number?

Advanced Planning

Wealth Enhancement, Protection, Transfer
Charitable Giving
Learn More

Small Business Support

Fiduciary business support, Investment Management, Succession Planning
Learn More

Non-Profit Support

Fiduciary Support, Retirement Plans, Endowment Management
Read More

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

Alaska

205 E Benson Blvd, Anchorage, AK 99503
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