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Hi, I am Jason Bergquist ...

Hi! I’m Jason Bergquist, Senior Partner of BrightWealth®.


I am a BrightAdvisor®, Certified Financial Fiduciary, and host the BrightWealth® Show ‘Retirement of Your Dreams™’.  


BrightWealth® publishes financial education videos and hosts live events. BrightAdvisor® delivers world class financial services to everyday working Americans. 

I have published nearly a hundred financial education videos teaching retirement minded individuals just like yourselves on how to establish and live the Retirement of Your Dreams™.  

I specialize in providing tax-free / tax deferred and low risk income producing strategies for those moving into the retirement phase of their life. 

Currently, our team has helped millions of people with our content, trained thousands of professionals on finance, performed hundreds of workshops for companies, and provided financial education for hundreds of thousands of people online … and have empowered many, many individuals and families to create the Retirement of Their Dreams™.


Get in touch


  801-999-1002  cell



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Schedule a 1-on-1 Planning Session

with Jason Bergquiist

  • Tax Savings Strategy for High Income Earners 
  • Actively Traded Retirement and Investment Accounts
  • Crypto Portfolio Design and Buy Strategy
  • Financial Planning 
  • Self Directing (ROTH IRA, Solo(k), Crypto ROTH, etc) 



Jason is Your Personal Financial Strategists

Let me go to work for you and design a strategy to reduce your taxes, protect your estate, and put more money in your pocket.  You are a good candidate if you have a High Networth with high annual gains , High W-2 Income Earner, facing 1 time or annual big capital Gains. Schedule a planning session to explore how we can help you. 

Tax Loop Hole Strategy for High Income Earners 100%
Actively Traded Investments 100%
Crypto Strategy and Portfolio Design 100%
Financial & Wealth Training 100%
Interactive 24/7 Financial Planning 100%
Mega Solo 401(k) Design 100%
Tax Free Growth Strategies 100%
Large Capital Gains Tax Savings Strategies 100%