Brightside Wealth Advisors

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

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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, CLTC®

Private Wealth Advisor

Managing Director of Brightside Wealth Advisors
Visit Daniel Schultz's website
Advisor photo for Nick Krenz

Nick Krenz

CFP®, APMA, AWMA℠, CLTC®, CSRIC®

Financial Advisor

Associate Vice President of Brightside Wealth Advisors
Visit Nick Krenz's website


Team

Karen Cobb

Karen Cobb

Registered Practice Associate,

Practice Manager

Qualifications

  • APMATM

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