The Brightline Group

Where do you want to go?

We can get you there

The two most important days in your life are the day you were born and the day you find out why.

Mark Twain

A Minneapolis Financial Services Group

About Us

Focused on Your Goals

 

Permanence, longevity, stability and predictability.  This is what we’re all looking for in our long-term financial plan. Of course, none of these stable words describe our actual lives as they are lived. Our families grow and shrink, as do our paychecks. Our children go to college, and we retire (and then un-retire, and then start a business, and so on). We move towns and buy vacation homes. We start savings accounts for our precious grandchildren, we give to charity and maybe start a scholarship in the name of our ancestors.

 

The point is, your life is not static (and it never has been). You need a financial advisor that can help you plan for the future – for the foreseen and the unforeseen – and you need one that understands that in five years you might be ready for an entirely new plan. Most important, you need someone that can take the time to know you and your family, and someone that is standing at the ready to help you adjust through life’s many major transitions.

 

Brightline Group is not a big firm. That is by design. After spending 15 years working at one of the biggest financial investment firms in the world, Woody Rash walked away with a new set of understandings about his career field. Chief among them: if you really want to help people reach their goals, you have to first get to know them as people. And you can’t do that when you’re managing a thousand accounts. Individuals and their goals, it turns out, are not built to scale.

 

Working with Brightline Group is not your typical financial services experience. That’s because Brightline Group aims higher than simply selling you a handful of insurance and investment products and then handing you your framed financial planning document. Our goal is to help you discover yours, and then help you pursue it.

   

Investment advisory services offered through AdvisorNet Wealth Management. Brightline Group and AdvisorNet Wealth Management are unaffiliated companies.

Emotional intelligence and self-awareness are the attributes that separate the truly intelligent investors from those that are just well-educated.


A Minneapolis Financial Services Group

Our services

Focused on Your Goals

At Brightline, our approach allows you to rest assured you are on the right path. Read on to find out what makes us different.

 

Investment advisory services offered through AdvisorNet Wealth Management. Brightline Group and AdvisorNet Wealth Management are unaffiliated companies.

Numbers are in everything we do.

Here are some of our own.

35

Total Years Guiding Clients

60

Families We Serve

0

Product Based Commissions

Who are we anyway?

Our Team

Reliable and Responsive

Woody Rash

Founder and President

Kristen Rash

    Jeanne Wiedewitsch

    Financial Planning Software Specialist

    Our Valued Partners

     
    Investment advisory services offered through AdvisorNet Wealth Management. Brightline Group and AdvisorNet Wealth Management are unaffiliated companies.

    Do not limit questions to only those you can answer.

    T. Piketty

    A Minneapolis Financial Services Group

    Pricing

    Focused on Your Goals

    Simple. Competitive. Transparent.

     

    One of our core beliefs is that full transparency increases trust. To that end, we only receive compensation as follows:


    $500 – $2,000 based on scope. 

    1% of assets under management: $1 million – $3 million .85% of assets under management: $3 million – $5 million Negotiated over $5 million  

    Based on engagement; typical range is $1500-$3000.  



    We do not collect investment product-based commissions.

    A portion of your investment advisory fees may be tax-deductible.

                 
    Investment advisory services offered through AdvisorNet Wealth Management. Brightline Group and AdvisorNet Wealth Management are unaffiliated companies.

    Numbers are in everything we do.

    Here are some of our own.

    Woody 1
    62

    Confused Kids When They Heard 'Woody is Coming Over'

    323

    Hockey Games Coached

    172

    Number of records in my growing collection

    Gain Financial Freedom

    Client Resources

    Tools To Simplify Your Life
     

    Brightline Group clients can use this tab to access external sites to Charles Schwab and our performance reporting vendor, Black Diamond. Additionally, common forms and questionnaires are also accessible.

       

    CS Log In  Black Diamond Client

         

    You can also participate in online meetings through Joinme.

    BrightlineLogo

       

    A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.

    Alexa Von Tobel

    A Minneapolis Financial Services Group

    Philanthropy

    Focused on Your Goals
          Minnesota_PositiveCoaching_logo  

    One of our corporate values is to give back to society via time and treasure. This year, we are supporting  

    Positive Coaching Alliance Minnesota.

     

    Click Here to Donate

         
    Investment advisory services offered through AdvisorNet Wealth Management. Brightline Group and AdvisorNet Wealth Management are unaffiliated companies.
     

    There is more heroism and courage in defying human impulse, in taking the purposeful and painful steps to prepare for the unimaginable.

    Nassim Taleb

    The latest and greatest from

    Our Blog

    "Under Dog Star"
    1. Should We Reconsider What “Retirement” Means?   The notion that we separate from work in our sixties may have to go.   Provided by Woody Rash   An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a […]

    2. Monthly Economic Update: November 2017 Developments that affected the economy & the markets in the past month. October saw the S&P 500 rise 2.22% in response to results from the fall earnings season, encouraging fundamental indicators, and anticipation of tax reforms. An impressive jump in personal spending complemented excellent readings […]

    3. Monthly Economic Update: October 2017 Developments that affected the economy & the markets in the past month. In August, investors witnessed a terrible natural disaster and heard threats of war on America, and the S&P 500 still managed to gain 0.05%. September brought two terrible natural disasters and more threats […]

    4. Monthly Economic Update: July 2017 Developments that affected the economy & the markets in the past month.   June brought some definite headwinds to Wall Street, but the broad stock market still advanced. The S&P 500 added 0.48% across the month, even with tech shares selling off. As anticipated, the […]

       

    Visit the Full Blog

    Let's create a better future together.

    And now

    Contact us

    Is the time

     

    Woody:  612-347-7838  woody@brightlinegrp.com  |  Kristen:  612-347-7835  kristen@brightlinegrp.com

    701 4th Ave S, Ste 1500 • Minneapolis, MN 55415

    Fax 612-313-7547

     

    Contact us. We will give you the attention you deserve.

       
    Investment advisory services offered through AdvisorNet Wealth Management. Brightline Group and AdvisorNet Wealth Management are unaffiliated companies.