Our Firm

Briteline embraces the notion that when you focus on genuinely serving others (i.e. clients, colleagues, communities, etc) everything else seems to fall into place. It’s one of those truths that is powerful in its simplicity. And it’s that powerful truth that has permeated Briteline and provides the foundation for how we work and live.

We’re seasoned but not cynical. We’re financially trained professionals who believe that full disclosure trumps “creative accounting” every time. We’re independent and objective while having connections to a vast network of support. We’re confident in our abilities and recommendations while understanding that wealth cannot be defined by a number. And, at the end of the day, we always value people over profits which is why so many of our clients have become friends.