BridgeLight Financial Advisors, Inc

Bridgelight Financial Advisors serves individual clients and families—including high-net-worth and non‑HNW households—as well as pension plans, trusts, estates, charitable organizations and business entities, managing roughly $151 million for about 246 clients with a three-advisor team. The firm offers fee‑based services including discretionary investment management, comprehensive financial planning, and limited-scope consulting, and it provides advice on held-away accounts such as variable life products, annuities and employer‑sponsored retirement plans.

The firm follows an active, discretionary investment approach that emphasizes asset allocation and periodic rebalancing (at least annually) across equities, ETFs and mutual funds, often favoring institutional share classes when available. Portfolio construction and monitoring incorporate fundamental, quantitative and technical analyses, model manager due diligence, and client‑specific profiles that guide risk tolerance, time horizon and trading restrictions.

A notable distinction is that some advisory personnel are licensed insurance agents who sell life insurance, long‑term care products and fixed annuities and receive commissions; the brochure discloses these insurance activities comprise a material portion of advisors’ time and create potential conflicts of interest. Bridgelight also discloses additional compensation arrangements tied to annuity distribution and marketing support from third parties and discusses its fiduciary disclosures and procedures for rollover recommendations and conflict mitigation.