Brightside Wealth Advisors

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Brightside Wealth Advisors
Team photo for Brightside Wealth Advisors

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Advisors

Advisor photo for Daniel Schultz

Daniel Schultz

CFP®, BFA, CRPC, CDFA®, APMA®

Private Wealth Advisor

Chief Executive Officer of Brightside Wealth Advisors
Visit Daniel Schultz's website
Advisor photo for Stewart Stothoff

Stewart Stothoff

Financial Advisor

Visit Stewart Stothoff's website


Team

Karen Cobb, APMA™

Karen Cobb, APMA™

Practice Manager,

Chief Operating Officer of Brightside Wealth Advisors

Qualifications

  • Series 7

  • Series 66

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Bhavya Saxena

Bhavya Saxena

Client Relationship Specialist

Deirdre Carroll

Deirdre Carroll

Client Service Coordinator