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BriteLine Wealth Management

729 N. Harbor Blvd
Fullerton, CA 92831

Phone:

(714) 526-1400

Fax:

(714) 526-1420

E-mail:

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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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.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Explains benefits of employee-stock ownership plans for succession planning.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Describes how Roth accounts can generate tax-free retirement income.

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This calculator can help you estimate your annual federal income tax liability.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Use this calculator to determine whether you qualify for the different types of IRAs.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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