Culture

Vision

Bright Wealth Management aims to be the leader in the delivery of financial services for wealthy individuals, family offices, and their stake holders. We strive to be better than the best.

Mission

To make our clients' financial lives easier and help them achieve financial success.

Values

DOING THE RIGHT THING, THE RIGHT WAY, FOR THE RIGHT REASON:

  • Honesty
  • Integrity
  • Teamwork
  • Commitment to Quality
ACCOUNTABILITY
  • Common Purpose
  • Clear Expectations
  • Communication & Alignment
  • Collaboration
PHILANTHROPY

The Bright Family supports many charitable organizations including: 

  • Castle Hills Schools Foundation
  • Texas A&M
  • Children's Medical Center
  • Highland Park Library
  • Baylor Health Care System Foundation
  • Big Brothers Big Sisters
  • North Texas Food Bank 
  • Wipe Out Kids' Cancer
  • The Compass School of Texas
Support

Bright Wealth Management Supports:

  • Lewisville ISD Education Foundation
  • The Samaritan Inn Resale Store
  • Challenge Air
  • Meals on Wheels Collin County
  • AIDS Services of Dallas
  • Callier Center for Communication Disorders
  • Aspire 
4400 State Highway 121. Suite 400. Lewisville, TX 75056
(972) 410-6623
It is the policy of Bright Wealth Management, LLC (“Bright Wealth Management”) that we do not disclose any nonpublic information about our clients to anyone, except as permitted by law. Bright Wealth Management restricts access to personal and account information to those employees who need to know that information in order to provide products or services to our clients. Physical, electronic and procedural safeguards are maintained to guard clients’ non-public personal information.
Copyright © 2024 Bright Wealth Management. Site by Clubessential
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