About Us
We’re fiduciaries, so we always put our clients first
Fee only advisor, so we always sit next to our clients
Low cost investment options
We’re built to serve retirees and those nearing retirement. We provide tools and services to answer the questions crucial to retirement. From income planning to portfolio management to gifting and legacy planning, we focus on the needs of retirees. If that’s you, great! Let’s chat.
Why retirees?
Because those are the clients we can provide the most value!
Retirement is no longer dictated by age. Some retirees are still in their 40’s or 50’s and some pre-retirees are in their 70’s. Either way, they all face similar issues; maintaining a sustainable income, investing for the long-term, managing healthcare costs. Whether social security and medicare are a ways out or already in play, we can help.
Meet the Team
Chris Cox, CEPA
Wealth Advisor, Principal Brightside Wealth Management
With a wealth of experience spanning almost 25 years in the financial industry, and a decade dedicated to client engagement, I am thrilled to assist you on your financial journey.
Together, we’ll craft a personalized plan, invest wisely, and navigate the ever-evolving markets and regulations that affect retirees. Prepare to embark on an exciting adventure toward a secure and fulfilling retirement!
Outside of the work, I pursue mountain biking, rock climbing, and backpacking. But I also love enjoying a coffee while walking through SF, grabbing a beer at a Sharks game, or hanging out on the beach in Capitola.
I hold the Series 66 license, have never had a regulatory complaint and hold the Certified Exit Planning Advisor designation.
Staci Compagno, CRCP®
Chief Compliance Officer Portside Wealth Group
Staci brings over 20 years of management and supervision experience, and prides herself in having developed and implemented robust compliance, risk assessment, advertising, supervisory, and training and monitoring programs. Staci has successfully guided broker/dealer and RIA firms through many regulatory audits.
Staci has earned Series 24, 7, 63, 66 and 53 securities registrations, along with successfully earning the CRCP (Certified Regulatory Compliance Professional)® designation.
Will Snider
Chief Compliance Officer Portside Wealth Group
Will entered the financial services industry in 2013, gaining experience in front-office operations before becoming licensed and shifting to back-office RIA and broker/dealer operations. He has helped build and scale multiple businesses’ operations. Prior to that, Will served in the Army for 9 years, and obtained a degree in International Relations from BYU.
Will is a FINRA Series 66 licensed financial professional, and also holds a PMP (Project Management Professional)® designation.