Home | Bright Future Wealth Management

Financial Planning for Women Business Owners

Helping you build wealth beyond your business.

You've done the hard work. Now let's make sure it creates the future you've been working toward.

Through coordinated investment management, personal retirement planning and business retirement plan strategies, tax and estate planning, business owner financial and exit planning, and charitable planning, we help bring your financial life into strategic alignment so your success continues to support the people and priorities that matter most to you.

Based in Eugene, Oregon, Bright Future Wealth Management partners with successful women business owners, professionals, and their families throughout Oregon and the Pacific Northwest to build, protect and transition wealth with confidence.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Creating Financial Clarity for your Business and Your Family

Bright Future Wealth Management is an independent, fiduciary planning firm guiding leaders to financial clarity and confidence. At whatever stage you are in life, we’re here to help you take the right next step. With respect for your unique story and a commitment to your goals, our team provides personalized strategies that acknowledge the interconnected pieces of your financial life, both for personal financial planning and your business planning.

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Start Building a Brighter Future

Schedule an Appointment

Explore how our life-centric financial planning can help you align your financial decisions with your life’s goals. We understand the financial complexity of owning a successful business and a successful life. Let’s embark on this journey toward a bright and prosperous future together.

Trusted With What Matters Most

We take the time to understand where our clients are headed, whatever that path looks like, and here's what they've shared about working with us.

I learned about Bright Future Wealth Management when my mom started using their services. They met with her consistently and gave her advice and seemed to treat her with so much thoughtfulness and care. When I was in a situation where I needed a financial planner, it was a no brainer, I hired them immediately. They always find time to help me and explain things to me. I can bring any question to the table and Emily takes the time to make sure I understand and feel secure in my choices. I really appreciate this team.

GK

Gretchen K.

I am not a numbers person, and I'm learning how to better navigate my finances thanks to Emily Secord and her team at Bright Futue Wealth Management. Emily has extensive knowledge and skill in serving her diverse group of clients, and their needs. She has a very calming demeanor, and a clear, thoughtful way of communicating with, and really seeing, each and every client that comes through her office. I have great confidence in Bright Future Wealth Management.

MO

Marianne O.

I have been with Bright Future Wealth Management since the very beginning, and they continue to improve and impress me. I never have any issues with calling the office and getting a hold of a real person, the texting service is fantastic so I can text when something pops in my head and they get back to me very quickly. I like that I walk away with a complete understadning and a realistic expectation. Highly recommended!

AJ

Alexia J.

The team helped us strategize and navigate financial decisions with confidence, especially with the purchase of our new home.

LL

Lonnie L.

This testimonial was given by client of the financial advisor and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Confident Decisions with Education-Driven Strategies

Financial success begins with knowledge. We combine decades of experience as wealth managers, financial advisors, and consultants with thoughtful, education-forward approach to empower women to make informed decisions. Our goal is to demystify financial planning, helping you confidently navigate your journey with clarity and purpose.

About Our Approach

Personalized Strategies for Your Wealth

We relentlessly pursue excellence in all that we do by providing a collaborative experience. Our team turns complexities into doable action items supported by financial strategies.

Personal Services

Financial coaching is key to developing a desirable future. Together, we’ll create a plan that not only supports your current needs but also ensures a bright future for you and your family.

Pursue Your Goals

Small to Medium Business Services

We understand women business owners because we ARE women business owners. Gain the knowledge and strategies you need to align your business decisions with your life picture.

Create Sustainable Growth

Athlete and Sports Professional Services

A career in sports can follow a different timeline, with unique financial opportunities, career transitions, and important decisions along the way. We help athletes, coaches, sports executives, and their families build financial confidence, optimize opportunities, and plan for a prosperous future.

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Bringing About Your Confidence with a Established Process

Reaching your financial goals begins with a clear path. Our structured three-step process is designed to bring confidence and purpose to your financial journey. We simplify complexities, celebrate milestones, and adjust as life evolves, ensuring that you have a financial strategy that grows with you.

Our 3-Step Process

Financial Literacy Resources

We encourage engagement throughout the investing and planning process—we’ve curated a range of resources to help you understand the conversations we’ll have around your financial plan.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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Frequently Asked Questions

We know choosing a financial partner is a big decision. Here are answers to the questions we hear most from clients just getting to know us.

We primarily partner with successful women business owners, professionals, and families who want greater clarity and confidence in their financial decisions. We also work with athletes, coaches, sports professionals, and their families who are navigating unique financial opportunities and career transitions. Our clients value a trusted financial partner who can help simplify complex decisions, optimize opportunities, and build a financial plan that supports the life they envision.
Our process is designed to cut through financial complexity and focus on what matters most to you. We create a clear, strategic plan that aligns your wealth with your personal and professional goals, so you can make confident decisions without feeling overwhelmed by the details.
Our advisors generally work with individuals and families who have accumulated meaningful wealth and are looking for a more strategic, coordinated approach to their financial future. Investment minimums vary by advisor and may depend on your financial circumstances, planning needs, and the services you're seeking. We recognize that finding the right financial advisor is about more than an account balance. If you're unsure whether we're a good fit, we welcome a conversation to explore your goals and how we may be able to help.
Our first conversation is focused on understanding your unique situation, your business, family, values, and long-term vision. You’ll leave with clarity on how we can help bring simplicity and strategy to your finances, and whether working together is the right fit for you.

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(541) 683-0766

Address

169 West 6th Avenue

Suite 102

Eugene, OR 97401