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Simplify, Plan, Protect 

Bright Asset Management provides comprehensive financial planning and investment management services for individuals, families, and small business owners. Our mission statement is straightforward – Simplify, Plan, Protect. We provide a holistic approach to managing all the aspects of each client’s particular financial situation. We work with you to simplify all the facets of your financial life, develop a plan to meet future needs and objectives, and formulate a strategy to protect and grow your assets. If you are interested in a more holistic and personalized approach and have assets of $500,000 or more, please contact us to see if we may be a fit.  We will be happy to answer any questions you may have and help you simplify your life, plan for your future, as well as grow and protect your wealth.
Pebble Beach
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