BRiTE Wealth Management

Our discovery and wealth management approach is driven by what matters most to you.

At BRiTE Wealth Management, we focus on you and your family's needs. We understand the hard work you've put in to build your assets. That's why we take the time to ask the right questions so that we can help you achieve your vision of success. We pride ourselves in not only providing investment advice but specializing on wealth advice. We help ensure that your interests come first and foremost.

BRiTE Talks Podcast

The podcast that illuminates the path to financial success, mindful living, and lasting happiness hosted by Hanan Duchon and Shahin Safaei.

What We Do

What to expect when working with us

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize returns, and invest tax-efficiently.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

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Our team's weekly newsletter is a concise summary of major market events, their impact on financial markets, and implications for investment strategy.

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Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.