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.

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Advice

Consistent and Reliable. We bring the experience to help you evaluate both opportunity and risk.   Click to learn more.

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Solutions

Collaborative, relevant and effective. As fiduciaries, we serve you as we would want to be served. Click to learn more.

 

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:

    Financial Planning

    $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. 5 March 202021:17
      Woody Rash

      MONTHLY ECONOMIC UPDATE – MARCH 2020

      In this month’s recap: The coronavirus becomes the leading news story in the financial markets, sending stock indices and Treasury yields lower; oil futures slide; consumer confidence, hiring, and manufacturing data offer bright spots. Monthly Economic Update Presented by Woody Rash, March 2020 THE MONTH IN BRIEF In February, anxieties […]

    2. 6 February 202016:06
      Woody Rash

      MONTHLY ECONOMIC UPDATE – FEBRUARY 2020

      In this month’s recap: the emerging coronavirus reins in the bulls on Wall Street, trade deals make headlines, the United Kingdom makes its Brexit, and confident U.S. households help the economy keep its pace. Monthly Economic Update Presented by Woody Rash, February 2020 THE MONTH IN BRIEF Early January gains […]

    3. 13 January 202016:41
      Woody Rash

      MONTHLY ECONOMIC UPDATE – JANUARY 2020

      In this month’s recap: As 2019 ends, the U.S. and China agree to a phase-one trade deal, and stocks, gold, and oil all advance. Monthly Economic Update Presented by Woody Rash, January 2020 THE MONTH IN BRIEF Stocks rallied in December, closing out a decidedly positive year on Wall Street. […]

    4. 4 December 201914:14
      Woody Rash

      MONTHLY ECONOMIC UPDATE – DECEMBER 2019

      In this month’s recap: stocks stay in rally mode, helped by hints that the U.S. and China may be closing in on a phase-one trade deal; hiring bounces back; key real estate indicators look stronger. Monthly Economic Update Presented by Woody Rash, December 2019 THE MONTH IN BRIEF The S&P […]

       

    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.