WEALTH MANAGEMENT

You can expect more here because we deliver: favorable asset protection; customized planning; thoughtful, innovative options; transparency; proactive accessibility and communications; and hands-on expertise to match your goals and your lifestyle. Depend on our professionals and partners for world-class financial management and trustee relationships that last for generations.

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PRIVATE BANKING

At Bright Bank we are committed to helping you reach your financial goals. We take pride in developing long-term relationships with each and every one of our customers. That’s why we create a custom-tailored private banker team dedicated to you, so that we can intimately understand your situation, goals, and dreams, then develop a roadmap to get you there.

INVESTMENT SERVICES

Great investment management starts with understanding each client’s immediate and long term needs and evolving goals. We begin our process with a comprehensive look at the big picture, in the marketplace and in your life-planning. Then, we customize a strategy that matches your lifestyle and legacy plans by combining best-in-class institutional managers and funds. Since this approach eliminates any potential conflict of interest, your best interests are always our clear and primary focus.

TRUST

Bright Bank has the experience to serve in most situations that require a fiduciary – an outside party that is called to manage the assets and affairs of others in the best interest of designated beneficiaries – including:

  • Revocable Living Trusts
  • Irrevocable Family Trusts
  • Charitable Trusts
  • Life Insurance Trusts
  • Dynasty Trusts
  • Directed Trustee
  • Special Needs Trusts
  • Estate Administration

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested