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BrightPath Wealth Planning, LLC Becomes a Founding Member of the BAM ALLIANCE

BrightPath Wealth Planning, LLC is proud to announce the launch of the BAM ALLIANCE, an active community of like-minded, independent wealth management firms dedicated to delivering on the promise of true wealth management.

PRLog - Nov. 15, 2012 - SANTA BARBARA, Calif. -- BrightPath Wealth Planning, LLC is proud to announce the launch of the BAM ALLIANCE, an active community of like-minded, independent wealth management firms dedicated to delivering on the promise of true wealth management.

This national alliance significantly elevates BrightPath’s profile and ability to deliver the ideas, insights and intelligence that help clients make the best decisions about their financial lives. The BAM ALLIANCE also provides BrightPath’s clients with instant access to some of the leading thought leaders in the investing world, such as Larry Swedroe and Carl Richards.

“We have always prided ourselves on how we deliver unique, comprehensive wealth management solutions to our clients,” said Pete Kozak, Principal of BrightPath Wealth Planning. “The BAM ALLIANCE expands our reach. It enhances our ability to bring nationally-recognized thought leaders and resources to the table with our clients and help them safeguard their financial futures."

The BAM ALLIANCE is the formalization of a network that has existed since 1997, when BAM Advisor Services began providing comprehensive back-office solutions to registered investment advisor firms across the country. There are now more than 130 member firms of the BAM ALLIANCE, serving more than 15,000 clients and their families throughout the country and managing $17.5 billion of collective assets (as of Oct. 31, 2012.)

“BrightPath’s ability to serve as an indispensable strategic partner to its clients has helped it earn an incredible reputation within our community,” said Al Sears, managing director of BAM Advisor Services. “As a founding member of the BAM ALLIANCE, BrightPath Wealth Planning is now even better positioned to help clients achieve their most important near- and long-term goals.”

For example, many clients have been worried about how the presidential election should impact their investment strategies. Larry Swedroe, director of research for the BAM ALLIANCE, created a video for TheBAMAlliance.com aimed at helping these clients from across the country understand the importance of sticking to their plans to be better positioned to achieve their long-term goals. We encourage you to visit our new site and listen to our director of research.

About BrightPath Wealth Planning, LLC

BrightPath Wealth Planning, LLC is an independent, fee-only wealth management firm.  Through strategic alliances, such as the BAM ALLIANCE, BrightPath offers extensive institutional resources while providing a boutique level of service.  Each client works directly with Pete Kozak, CFP® or Jean-Luc Bourdon, CPA/PFS, the principals of the firm.  BrightPath Wealth Planning has offices in in Santa Barbara, Camarillo and Westlake Village, CA. The firm's website is http://www.brightpathwealth.com/.


The BAM ALLIANCE is a community of more than 130 independent wealth management firms located throughout the United States including Hawaii and Puerto Rico. Detailed information regarding the BAM ALLIANCE’s unique approach to wealth management along with an array of published articles, educational materials and links to live events throughout the country may be found at www.TheBAMAlliance.com.

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Contact Email:
***@brightpathwealth.com Email Verified
Source:BrightPath Wealth Planning, LLC
Phone:(805) 764-0335
Location:Santa Barbara - California - United States
Industry:Finance, Investment, Consumer
Tags:wealth manangement, financial planning, investment management, financial advisor, adviser, personal finance, retirement planning, estate planning
Last Updated:Nov 15, 2012
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