169 West 6th Avenue, Suite 102,
Founded in 2019 by Emily Secord, who started out as an advisor in 2011. Joined with the office of Susan Kauble in 2022 and together have built a friendly and dynamic office built on a foundation of thoughtful client relationships.
Our Core Values
Our mission is to create positive ripple effects in the financial lives of our clients, their family and our communities.
We do this by getting to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our clients primarily span the Pacific Northwest region, though thanks to technology, we are successfully serving families and business owners across the United States with convenience and ease. Our online systems for video conferencing and secure text messaging system creates opportunity to connect with us like never before.
We are experienced professionals who want to do life with you - celebrating your successes and facing challenges along the way - together. We want to share in the vision you have for your future and create pathways to get you there more quickly, efficiently and dare we say, with more fun!
Our first priority is helping you take care of yourself and your family. We want to learn more about you, your personal situation, your long-term career plans and if employment or partnership with our team could be the right fit for you - and for us. We strive to seek out long-term relationships with open and honest communication and have found that dynamic to be a cornerstone of success as a positive team culture at the office.
Send me a note (info@BrightFutureWealthManagement.com) regarding any questions you may have, and we'll get back to you quickly with a thoughtful answer or invitation to sit down over an informal (or formal, if you prefer) cup of coffee or lunch to get to know one another better. We look forward to hearing from you.
- Emily Secord, Certified Financial Planner™