At Bright Wealth Management, we believe a bright future begins with a solid foundation. We take the time to connect with our clients personally and craft bespoke financial plans designed to help you build the future you envision. Our mission is to empower you through financial literacy and build a partnership rooted in trust, helping you reach your dreams for retirement. As fiduciaries, we lead with integrity and transparency, ensuring our interests align with yours—and our fee-based model reinforces that commitment. We specialize in strategies to safeguard your hard-earned wealth while growing your vision for the future: reducing fees, maximizing tax efficiency, implementing strategic portfolio management and preserving wealth for lifelong sustainability. Our service suite includes retirement planning, tax planning, Roth conversions, 401(k)/pension rollovers, annuity services and estate planning. Based in Phoenix, Arizona (Biltmore/Arcadia), our team is driven by innovation, personalized service and a purpose-driven mission: to light your path to independence. Let your independence shine—contact us today for a complimentary written financial plan and let us guide you toward a brighter financial future.