The BWM app allows you to easily view your portfolio values and allocations not only at Brighton Wealth Management, but at your bank, credit union, and other financial institutions. You can regularly track performance, see updates to your financial plan, and track retirement and other goals that you and your Brighton Wealth Advisor are working toward. You also have access to important documents that you have uploaded to the document portal - such as wills, trusts, deeds, titles, etc.
