5 Stars
✅ Wealthtender Certified Advisor Review™
I feel very well cared for at Brightworks. Forest is very personable and truly cares about helping you meet your goals. I feel secure in the advice he shares and I am thankful to be a client!
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
For many years we had the privilege to put our trust in David Poole our financial advisor. After David’s passing we are so thankful to have Forest Dutton and Lori Nelson taking over. They both have made us feel very comfortable in our new relationship.They take the time to make sure we understand and feel good about our choices and decisions that are made to benefit our needs. Linda and Stoney Denny
Relationship to Financial Advisor: Client as of Aug 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Forrest was very professional, helpful and knowledgeable. Advised me to make some important changes and why. Feel very confident in what Brightworks has to offer.
Relationship to Financial Advisor: Client as of May 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Excellent financial advice for our retirement plans, highly recommend!!
Relationship to Financial Advisor: Client as of May 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
   
Relationship to Financial Advisor: Client as of May 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
We have been relying on Brightworks for our financial planning since 2017. We have found the personal attention coupled with state of the art planning tools extremely valuable to help us understand the financial landscape of our lives and future retirement. Much thanks to Forest and Lori for helping set a solid course for our financial future.
Relationship to Financial Advisor: Client as of May 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Forest Dutton's integrity, compassion, and expertise are characteristics that define his professional practice. He presents to you the facts of your financial outlook and guides you in determining what is in your best interest to achieve your goals.
Relationship to Financial Advisor: Client as of May 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Forest is a great financial planning partner! I really appreciate the time he takes to explain things and I feel confident now that I have a good plan for my finances and I'm on the right track.
Relationship to Financial Advisor: Client as of May 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Great meeting with Forest. Had some great suggestions to maximize our investments, and ways to save tax dollars.
Relationship to Financial Advisor: Client as of May 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aside from being very understanding and able to see what our financial situation and goals are, they are extremely thorough, in the financial breakdown and in the suggestions that they make. They also follow through and make changes that we agree on. Nice people and we feel very confident working with Brightworks..
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Forest and team are great to work with. Glad they help us manage this as the world gets confusing
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Forest and his team are fantastic, we could not ask for better people to help us with our financial , planning and retirement goals! We will be clients for a lifetime!
Relationship to Financial Advisor: Client as of May 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Incredibly warm atmosphere, encouraging and supporting.
Relationship to Financial Advisor: Client as of May 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.