Brightpath Wealth Planning, LLC

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Financial Investment Management Firm | BrightPath Wealth Planning Skip to main content menu Home About Your Team Our Philosophy Our Strategic Partnerships Our Memberships Our Process Gaining Peace of Mind Moving Ahead Our Services Investment Analysis and Management Elder Planning Legacy Planning Life Transitions Retirement Planning Spend-Down Planning Resources BrightPath Perspectives Blog Posts Sample Deliverables Investor Education Scam Protection Frequently Asked Questions Disclosures Contact Client Login Together we'll shed light on the path ahead. Learn More We partner with clients to shed light on their path ahead and confidently take steps towards their best life. BrightPath Wealth Planning is an independent fiduciary fee-only financial planning and investment advisory firm. Independent means the firm is owned by Pete Kozak, the advisor who works directly with our clients. Fee-only means we only get paid by clients for our advice and expertise. So, we never accept commissions from the sale of investments or insurance products. As a member of Buckingham Strategic Partners, we combine boutique service and institutional resources. We believe in being transparent, resourceful and passionate experts. Story History 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. Values Philosophy We believe that the right ideas, insights and intelligence can help every in

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