Brightside Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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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 Nick Krenz

Nick Krenz

CFP®, MSFP, MPAS, APMA®, AWMA®, CSRIC®

Financial Advisor

President of Brightside Wealth Advisors
Visit Nick Krenz's website


Team

Karen Cobb, APMA™

Karen Cobb, APMA™

Practice Manager,

Chief Operating Officer of Brightside Wealth Advisors

Qualifications

  • Series 7

  • Series 66

  • APMA™

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Bhavya Saxena

Bhavya Saxena

Client Relationship Specialist

Deirdre Carroll

Deirdre Carroll

Client Service Coordinator