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, is a registered investment advisor (RIA) with the U.S. Securities and Exchange Commission (SEC). More information about Bright Investments is available on the SEC's website here.

Bright Investments, LLC. logo

Bright Investments

Phone: (334) 321-2321

Auburn, AL

Nashville, TN

Tampa, FL

Memphis, TN