Jayson Owens (CFP®)

Jayson Owens focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Additional Information

Bright Road Wealth provides clients with comprehensive fee-only wealth management services. True wealth management consists of three very different, yet vitally important parts. Together, these  parts make up the Wealth Management Equation.

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management

Many financial advisors hold themselves out to be wealth managers. In reality, they only focus on the Investment Management portion of the equation, much to the detriment of their clients.

At Bright Road Wealth, we follow a Wealth Management Consultative process in order to make sure all of our clients goals are addressed in a clear, consistent manner.

NAPFA Start Date

May 08, 2018

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This Office

2367 Tacoma Avenue South Tacoma, WA 98402-1409 Phone: (253) 617-1635

Other Offices

310 K St Ste 200 Anchorage, AK 99501-2064 Phone: (907) 339-1555 Fax: (888) 472-5078