Widows & Heirs
Your trusted Brightworth team will watch out for you and help you make wise and thoughtful decisions to bring confidence, security, and peace of mind to you and your loved ones. We can also help you obtain a clear view of your new financial situation and design a strategy to manage your assets.
We will guide you through the estate settlement process so you don't have to go through it alone, coordinating with the other members of your financial team to help secure income and preserve wealth for your lifetime.
Our Expert Advisors
Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.
Annika's experience and passion for working with business owners and professional service providers make her uniquely positioned to help her clients reach their financial and lifetime goals.
Ray has over 25 years of experience working through the complex wealth planning issues business owners, executives and retirees face. His expertise and experience brings a unique...