Team profile

Personalized advice to help you achieve your goals

Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

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

Awards & recognition

  • BrightWealth Management, Ameriprise Client Experience Award, 2020
  • Jeff Mc Claugherty, Ameriprise Circle of Success Diamond Ring, 2020
  • Jeff Mc Claugherty, Ameriprise Circle of Success, 2010-2021
  • BrightWealth Management, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

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

Vision

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 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.

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