BriteLine Wealth Management

BriteLine Wealth Management was born out of a desire to serve clients and offer a welcome departure from the industry status quo. 

The Old English meaning of the word, Wealth, means to Be Well. It’s from that meaning that we derived our vision of a holistic approach to helping our clients. We take deep pride in our altruistic motives that have resulted in our servicing clients within Orange and LA counties whose changing lifestyles often require extra attention toward wealth planning and protection of assets.

For our clients, true wealth extends beyond their investments and financial needs. BriteLine offers a refreshing perspective on creating wealth for those who feel that money is a means not an end. We stress the importance of philanthropy, believing strongly that wealth is accompanied by family values that should be addressed through charitable giving.

At BriteLine, people come first, not profits.
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

More Newsletters →