Bright Asset Management

Company Profile

Bright Asset Management is a leading provider of comprehensive financial planning and investment management services for individuals, families, and small business owners. Our mission statement is simple yet powerful - Simplify, Plan, Protect. We are committed to delivering a holistic approach to managing all aspects of our clients' financial situation. By working closely with you, we aim to simplify the complexities of your financial life, develop a tailored plan that aligns with your future needs and objectives, and devise a strategy to protect and grow your assets. If you have assets of $500,000 or more and are looking for a more customized and hands-on approach, we encourage you to get in touch with us to determine if we could be a good fit for you. Our team of experienced professionals is always available to answer any questions you may have and help you simplify your life, plan for your future, as well as grow and protect your wealth.

Simplify

At Bright Asset Management, our top priority is to help you simplify your financial life. We strive to decrease the time and paperwork involved in managing your finances, allowing you to spend more time enjoying your life. Our services include consolidating various loans, paying down debt, establishing a budget, setting up online bill payment, and combining your various bank and investment accounts. By working closely with you, we can minimize the stress and effort involved in managing your finances and maximize the time you have available for the things that truly matter.

Plan

The next step in our process is to develop a customized and comprehensive financial and savings plan tailored to meet your specific needs and goals. Whether you are planning for retirement, preparing for future college costs, purchasing a first or second home, or developing a strategy to effectively pass assets to your heirs, we will work with you to determine your goals and develop a plan to achieve them. We understand that your needs and goals will change over time, so we will update your plan as needed to adjust to your changing life.

Protect

You have worked hard to accumulate assets over your lifetime, and you want to ensure that your assets will provide a means to achieving your goals - both short and long term. We will develop a detailed savings and investment program that best meets your specific objectives within acceptable risk parameters. All aspects of your savings and investment program are designed to support and complement the other areas of your financial life. In addition, we can demonstrate how smarter tax strategies will improve your cash flow and reduce income taxes.

Larry Bright, Jr. is the Founder and President of Bright Asset Management. With over 30 years of experience in the financial and investment management industry, Larry has dedicated his career to helping individuals, families, and small business owners achieve their financial goals. Born and raised in the shoreline town of Old Saybrook, CT, Larry's journey is a testament to hard work, determination, and a commitment to helping others.

After earning his degree from Bryant University with a concentration in Finance and Economics, Larry began his career as a trader for a Midwest trading firm in Detroit, MI. After deciding to work more closely with high-net-worth individuals, he became a senior financial advisor for a major brokerage house where he specialized in assisting clients with $1 million or more in investable assets.

In 2000, Larry joined a regional investment advisory firm in Connecticut where he worked as a senior advisor and sat on the firm's investment committee. After realizing his clients' need for more specialized strategies, comprehensive wealth management, and personalized service, he established his own wealth management firm in 2006.

Today, Larry has become a trusted resource for individuals, families, and small business owners, providing specialized strategies, comprehensive wealth management, and personalized service.