At Brightside Wealth Advisors we help our clients identify and achieve their financial goals and dreams. We do this by simplifying their financial lives and providing them peace of mind while offering white glove service.


Our advisors

Advisor photo for Daniel Schultz

Daniel Schultz

CFP®, BFA, CRPC, CDFA®, APMA, CLTC®

Private Wealth Advisor

Managing Director of Brightside Wealth Advisors
Learn more about Daniel Schultz 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
Learn more about Nick Krenz Visit Nick Krenz's website


Our team

Karen Cobb

Karen Cobb

Registered Practice Associate,

Practice Manager

Qualifications

  • APMATM

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Pooja Mishra

Pooja Mishra

Client Service Associate