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Larry Bright, Jr., founder and president of Bright Asset Management has been working in the financial and investment consulting industry for over 18 years. During the early part of his career Larry worked as a financial analyst for Anderson Consulting (Accenture) before working as a securities trader for a regional firm in Detroit, Michigan. After deciding to work more closely with high net worth individuals, Larry spent several years at Charles Schwab in Hartford, CT. as a senior advisor working with clients with $1,000,000 or more in assets. He also managed Schwab’s regional separate account management division which linked investment managers with high net worth clients. He later joined a small regional investment advisory firm in Connecticut where his worked as a senior advisor. After realizing his clients’ need for more specialized strategies and personalized service, he left to start his own firm in 2006. Larry graduated from Bryant University in 1989 with a degree in finance/economics. Simplify At Bright Asset Management our first priority is to simplify your life. Whether consolidating your various loans, paying down debt, establishing a budget, setting up online bill payment, or combining your various bank and investment accounts, we want to decrease the amount of time and paperwork involved in managing your finances, so you can spend more time enjoying your life. Plan The next part of the process involves the development of a unique and comprehensive financial and savings plan tailored to meet your specific needs and goals. Whether planning for your retirement, preparing for future college costs, purchasing a first or second home, or developing a strategy to effectively pass assets to your heirs, we will work together to determine your needs and develop a plan to achieve your objectives. We also realize your needs and goals change over time, so as needed we will update your plan to adjust to your changing life. Protect You have worked hard to accumulate assets over your lifetime. You want assurance that your assets will provide a means to achieving your goals – both short and long term. We will develop a detailed savings and investment program that best meets your own specific objectives, within acceptable risk parameters. All aspects of your savings and investment program are designed to support and complement the other areas of your financial life. For example, we will demonstrate how smarter tax strategies will improve your cash flow and investment returns. We will assist you in developing an estate plan to protect your assets and provide for your heirs. We will also complete a detailed insurance analysis to ensure your family is financially protected and has the ability to maintain a comfortable standard of living. Why Bright Asset Management? Among the various ways Bright Asset Management seeks to differentiate itself from other registered investment advisors is our commitment to philanthropic giving. We simply want to do what we can to “make the world a better place.” Our annual commitment is to donate at least 20% of all financial planning and investment consulting fee profits to international, national, and local charities. Our long range goal is to increase this amount to 50% of consulting fee profits. We regularly donate to charitable organizations that are important to our clients and encourage clients to inform us of charities they want to help. We are committed to always putting our clients first. Our commitment to our clients is unsurpassed. We invite you to contact us with any questions about Bright Asset Management or to discuss any financial issue that is of concern to you. We will be happy to speak with you regarding any of your financial needs or objectives. |
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