We apply objectivity, consistency and discipline in developing a customized, comprehensive portfolio strategy to meet your long-term wealth accumulation and preservation needs. The central theme of our portfolio management style is an intense focus on your goals. Armed with a firm understanding of you and your goals, we actively seek the most effective solutions to accomplish those goals. In general, our portfolio management process includes: dynamic asset allocation, diversification, tax-loss harvesting, third-party managers, hedging strategies and transparency. Bright Wealth Management, LLC is registered as an investment adviser with the state of Texas and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.