Our profile

Achieve your financial goals - today and tomorrow

We’re here to help you grow your confidence and help empower you to make those important life decisions. Whether you’re buying a home, saving for college, or planning for retirement, you don’t have to navigate the future alone. We take the time to understand what’s truly important to you.

Together, we document your goals, track your progress, and make ongoing recommendations to help you diversify your portfolio – adjusting to whatever life brings. Ready to learn more? Let’s start with a complimentary consultation to talk about your financial goals.

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Areas of focus

  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Awards & recognition

  • Jeff Mc Claugherty, Ameriprise Circle of Success, 2010-2025
  • Jeff Mc Claugherty, Ameriprise Circle of Success Diamond Ring, 2020
  • BrightWealth Management, Ameriprise Client Experience Award, 2020, 2023-2025
  • BrightWealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2026

Community participation

  • Food Bank of Central & Eastern NC
  • Habitat for Humanity
  • American Red Cross
  • Feeding America
  • Raleigh Rescue Mission

Vision

Based in Raleigh, N.C. for more than a quarter century, BrightWealth Management helps clients to navigate the complex world of personal finance, providing guidance to make informed decisions and help support family wealth creation.

  • We will be a refuge for our clients’ financial planning needs.
  • We believe in the power of listening closely to our clients’ needs and will strive to over-deliver.
  • We are committed to providing enduring investment strategies and avoid pursuing investment whims.
  • We believe in the union of evidence-based investing, life experiences, continuous education, and passion for our profession.

Our photos

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