Brightwork Wealth Management, LLC

Brightwork Wealth Management serves individual and high-net-worth clients, providing discretionary wealth management that integrates continuous investment management with comprehensive financial planning (financial planning is included with its wealth management service and is not offered separately). The firm manages discretionary portfolios across common liquid instruments such as stocks, bonds, mutual funds, ETFs and municipal securities and reports roughly $20.7 million in assets under management across about 41 client accounts.

The firm’s investment approach centers on proprietary model portfolios that can be combined or customized for clients, employing a mix of passive and active strategies informed by fundamental analysis and modern portfolio theory, with attention to asset allocation and tax efficiency. Accounts are typically managed on a discretionary basis and the firm directs clients to custody and execute trades through Charles Schwab, relying on Schwab’s institutional platform for trade execution, custody, reporting, and practice-support services.

Noteworthy aspects include the firm’s recent establishment in 2025 and its small, adviser-led structure with a CFP-certified principal and principals who bring prior military service to the firm’s experience base. Although a principal holds an insurance license, the brochure states they no longer sell insurance products and are not affiliated with any insurance companies; the firm operates on a fee-only basis and does not accept commissions or third‑party sales compensation.