Join our waitlist

Thank you for considering our company for your needs. We are currently at capacity and unable to take on any new clients. The expected wait time is between 6 and 12 months. We encourage you to join our waitlist and will contact you as soon as we have availability.

During the introductory call, our team will answer any questions about Bright Advisers, our unique planning service models, and our revolutionary investment methodology. If you decide to move forward, we will help you select the optimal service level and walk you through our client onboarding process.

What to expect as a new client

Whether you are working with a financial advisor for the first time or moving from another firm, we know how important it is to make the process transparent, seamless, and customized to your unique needs.

As a new client, our team will lead you through a series of meetings and strategy sessions where you will document your family strategy, develop a sound financial plan, and build a customized investment strategy focused on achieving your unique family and financial goals.