Brightree Wealth Management, LLC

Overview

Brightree Wealth Management, LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm acts as a capital allocator and provides a mix of financial planning and discretionary portfolio management, including services for small businesses and institutional clients. Its business model blends advisory services with insurance brokerage, which supports the firm's use of annuities and other insurance-based solutions alongside outright investment management. Brightree charges a combination of percentage-of-AUM fees and can also bill hourly or for fixed-fee engagements. The firm is not positioned as an ESG investor. The adviser emphasizes equities as its core exposure, using exchange-traded instruments as the principal vehicle for implementing client strategies. Brightree also selects outside managers when appropriate, suggesting it will combine in-house portfolio work with third-party expertise for specialized allocations or alternatives.

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