Brightway Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

617 Rollingwood Dr, Shorewood, Illinois,...

Phone Number

(815) 828-4200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1

About Brightway Wealth Management

Brightway Wealth Management offers comprehensive financial planning and wealth management services, focusing on guiding clients to achieve their financial goals through a values-based approach. Their services include retirement planning, estate planning, investment strategies, and tax guidance, tailored to meet the unique needs of individuals and business owners. The firm emphasizes integrity, collaboration, and a commitment to creating meaningful legacies for clients. They aim to simplify complex financial situations and provide sound guidance to help clients navigate their financial journeys.Explore more
Popular SearchesBrightway Wealth Management LLCBrightway Wealth ManagementWells Fargo Clearing Services LLCSIC Code 62,628NAICS Code 52,523Show more

Brightway Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brightway Wealth Manageme...

<$5M
1-10
Private
-
-
PC
Phyllis CzerniakowskiClient Service Representative
$5M
11-50
Private
-
-
JM
Jessica Mills youngerSenior Registered Associate
<$5M
1-10
Private
-
-
SC
Sandra ClarkBranch Administrative Associate
<$5M
1-10
Private
-
-
DD
David DensmorePartner, Senior Financial Advisor
<$5M
1-10
Private
-
2020
BH
Bryan HardegreeSenior VP, Financial & Advisor
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Brightway Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Brightway Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brightway Wealth Management.

Brightway Wealth Management Tech Stack

A closer look at the technologies used by Brightway Wealth Management

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Frequently Asked Questions Regarding Brightway Wealth Management

What is Brightway Wealth Management's official website?
Brightway Wealth Management's official website is www.brightwaywealthm.com
What is Brightway Wealth Management's Revenue?
Brightway Wealth Management's revenue is <$5 Million
What is Brightway Wealth Management's SIC code?
Brightway Wealth Management's SIC: 62,628
What is Brightway Wealth Management's NAICS code?
Brightway Wealth Management's NAICS: 52,523
How many employees does Brightway Wealth Management have?
Brightway Wealth Management has 1-10 employees
What industry does Brightway Wealth Management belong to?
Brightway Wealth Management is in the industry of: Finance, Securities Trading
What is Brightway Wealth Management competition?
Brightway Wealth Management top competitors include: Wells Fargo Clearing Services, Campbell Morrison Wealth Management, Wells Fargo Clearing Services, Kline Densmore Wealth Management
What technology does Brightway Wealth Management use?
Some of the popular technologies that Brightway Wealth Management uses are: DocuSign, Cloudflare Website Optimization, Proofpoint, Datadog
How do I contact Brightway Wealth Management?
Brightway Wealth Management contact info: Phone number: (815) 828-4200 Website: www.brightwaywealthm.com
What does Brightway Wealth Management do?

Brightway Wealth Management offers comprehensive financial planning and wealth management services, focusing on guiding clients to achieve their financial goals through a values-based approach. Their services include retirement planning, estate planning, investment strategies, and tax guidance, tailored to meet the unique needs of individuals and b... usiness owners. The firm emphasizes integrity, collaboration, and a commitment to creating meaningful legacies for clients. They aim to simplify complex financial situations and provide sound guidance to help clients navigate their financial journeys.Read More

Is Brightway Wealth Management a public company?
Brightway Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Brightway Wealth Management

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