INDIVIDUAL INVESTORS

Our clients are:

  • Individual/Private Clients
  • Family Offices

Services we offer:

  • Wealth/Investment Management
  • Comprehensive Financial Planning
  • Retirement Planning
  • Trust and Estate Planning
  • Cash Flow Management
  • Tax Planning
  • Philanthropic/Charitable Contribution Planning
  • 529 Qualified Tuition Program

Our strategy:

Regardless of your stage in life, a good plan well executed is your best tool for success. Our wealth advisors will review and analyze your current financial situation and goals and will develop a financial plan to help you achieve your short and long-term goals. With your approval, we will then execute your plan and monitor it regularly to be sure you’re on track.

Bright Investments, LLC® is a Registered Investment Advisor (RIA), registered in the states of AL, AR, CO, FL, NJ and TN. More information about Bright Investments is available on the SEC's website here.

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Bright Investments LLC®

Phone: (334) 321-2321
Fax: (334) 321-2883

570 Devall Drive, Suite 303
Auburn, AL 36832

40 Burton Hills Boulevard., Suite 200
Nashville, TN 37215

3030 N. Rocky Point Dr. West, Suite 150
Tampa, FL 33607