Brightstone Advisors LLP *** Client Links at Bottom of Page***
           Brightstone Advisors LLP *** Client Links at Bottom of Page***       

     Investment Management and Financial Wellness

At Brightstone Advisors, we understand the value in having dedicated professionals that truly care about you as a client and who take the time to ask the right questions and learn all we can so that when we combine our experience and knowlege of tax, investments, estate planning and risk management with your unique situation, we are able to deliver advice and counsel at the highest level that is relevant to you and the goals you are working toward achieving.  When carefully crafted, the client/advisor relationship is mutually rewarding and will endure for decades.  It is elusive for many but for those who are lucky enough to have experienced one, they know all that can be accomplished with a relationship built on trust, competence, empathy and technical competence.   Our mission as Brightstone Advisors is a simple one - to foster as many of these positive relationships as we can for the benefit of all.  It is what we have done everyday since our founding and it is what we continue to do each and everyday.  The Brightstone Way is our differentiator that gives us a competitive advantage over firms that may not appreciate the magic like we do.

 

If you would like to know more about our practice and the services we offer, use our website as a start but please consider contacting us direct to arrange for a complimentary and no obligation meeting of one hour or less where we can discuss your unique needs and situation and explore ways that we may be able to help that are relevant and valuable to you.  We hope to hear from you soon.  

    Our CFP Professionals

As members of the CFP profession, you will have the peace of mind of knowing that all of our services will adhere to the standards of competence, integrity and objectivity in all we do.  As a group of professionals we routinely collaborate to find the best solutions for you from our collective experiences.

 

  Your Interests Come First

As fee-only planners and investment managers, we put your interests ahead of all others and offer advice and counsel that is free from conflict of interest with full disclosure of all relevant facts and details.

 

We believe this too is a differentiator when compared closely to the alternative.

 

 

    Minimize Your Taxes

Our approach is to design and execute strategies that have an optimal impact on your complete financial picture - which means the tax consequences of all actions are carefully considered in all that we do. 

 

 

Important Notice: By clicking on the Client TD Ameritrade Account Login link you will be leaving the Brightstone Advisors website and will be entering the TD Ameritrade Institutional website.  TD Ameritrade Institutional is a registered broker-dealer and is not affiliated with any advisor whose name appears on this website other than as the custodian of their client's marketable securities.  TD Ameritrade neither endorses nor recommends any particular advisor or investment strategy.  TD Ameritrade does not review the Brightstone Advisors website and makes no representation regarding the content of the website.  The information contained in the Brightstone Advisors website should not be considered to be either a recommendation by TD Ameritrade nor a solicitation of any offier to purchase or sell any securities.  TD Ameritrade Institutional is a division of TD Ameritrade Inc., member NYSE/SIPC.  

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