Imagine if you were in a position to retire 7-10 years sooner

Introducing the Rapid Retire® system

Our Active Wealth Management Systems target higher returns for potential accelerated financial freedom. We use aggressive growth strategies combining stocks, options, and tactical leverage. Minimum investment is $500,000

Retirement Planning

Our focus is on Maximizing Retirement Income. We estimate your Retirement Needs and Implement our Rapid Retire System to get you there.

Book a call and we’ll show you how it could work for you.

Want to see how you could Rapid Retire®

Book your free consultation

Not Your Typical Advisers

With over 50 years of experience in financial management, we’re laser focused on growing your wealth aggressively. If you’re a successful professional with at least $500,000 to invest and you’re ready to break free from conservative investing mindsets, we’re here to help.

Our active management approach targets HIGHER returns, potentially doubling or tripling your wealth faster than traditional methods. That’s why we charge 2%+ for our services.

We encourage our clients to enjoy their wealth now, not just save for a distant future. Ready to accelerate your path to financial freedom? Book a call today and experience the difference active wealth management can make.

Don’t settle for less

* Why are you Settling for mediocre returns while inflation erodes your wealth?
* Don’t Delay your retirement by years or even decades
* Tired of Missing out on the lifestyle upgrades you’ve worked hard to earn?
* Why would you want to stress over finances well into your golden years?
* Don’t waste another second, start living better now. Book a call and we’ll show you how it works.

WHY HIRE US?

Industry Experience

At BrightTree, we have over 50 years of combined experience in the areas of financial planning, taxes, investing, and college planning and advising!

Brilliant Team

Our staff is extremely talented and provide the best solutions and services!

Creative & Professional

Creativity is one that traits that is lacking in our industry.  BrightTree does not offer one-size-fits-all strategies but instead we listen to our clients, put ourselves in their shoes, and create plans that are best for them. 

Complex Solutions

Sometimes financial challenges can be extremely difficult.  We have the ability to solve them with your trust, effort, and commitment to achieving a positive outcome. 

100% Result Guarantee

Our services are guaranteed in writing!

5 MAIN REASONS TO CHOOSE US

Fast response times! – Our goal is to respond to our clients with answers and solutions within 24-48 hours of being contacted!
Client focused versus revenue focused! – When it comes to providing a service for a fee, we believe it must be fair and equitable.  It is always our goal to create a win-win environment.
Results Results Results! – That’s what clients hire us to do and we deliver!
Availability! – We are here for our clients during the week and on the weekend!
Hand-holding! – If need be, we will walk with you hand in hand until you have a firm grasp of the planning on your own.  Our goal is to never allow our clients to feel as if we don’t have their best interest in mind!
null

20% OFF COLLEGE PLANNING SERVICES!

Click to view details >

null

20% OFF RAPID RETIRE!

Click to view details >

null

REFER A FRIEND AND GET A DISCOUNT!

Click to view details >