Investments
We provide confidence that comes from working with an experienced wealth advisor who values evidence over emotion, research over blind opinion.
Pete Kozak, CFP® combined his wealth management experience, expertise and enthusiasm into BrightPath Wealth Planning LLC to help clients make the most of money and life.
We believe that the right ideas, insights and intelligence can help every investor make better decisions.
We deliver assurance in knowing that every facet of your financial life plays a role in determining your best way forward.