Our Philosophy

At Brightview Financial Services (formerly Prime Wealth Management) we believe the most important piece to financial advice is the strength of the relationship.  We value getting to know each individual client and family on a level that helps us understand their independent goals and dreams through financial planning.  We believe the deeper the relationship the easier it is to understand client needs.  Every client situation is different from the next.

We have a process consisting of goal setting, financial planning, research and implementation.  We will develop a plan customized for each situation including retirement, college, estate, tax or financial goal.  We chose to work with Commonwealth Financial Network, an independent broker/dealer to provide us a wide range of investment products and high-quality services to help address our clients’ needs. J.D. Power ranks Commonwealth #1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row*.

*Commonwealth Financial Network^® received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, 2020, and 2021 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.