3477 Corporate Parkway Suite 100 Center Valley, PA 18034

Brightside Wealth Planning

A Family Run Financial Planning Firm In
The Lehigh Valley, Pennsylvania.

Work

Why work with us

Brightside Wealth Planning has helped guide families to fulfill their financial potential through all stages of their lives. Whether saving for retirement, planning for children’s education, maintaining income in retirement, or planning for the distribution of wealth to the next generation, the professionals at Brightside Wealth Planning guide you on your journey.

At Brightside Wealth Planning, we believe in leaving things better than we found them & we strive to create the confidence for our clients to find financial independence.

See how we can help

Financial Concepts

How can important financial concepts like compound interest are used to make real world decisions? Opportunity Cost. Comparing Alternatives. Time-Value of Money. Compound Interest.

Protection

How can I best prepare for the worst-case scenario? Avoiding Pitfalls. Identity Theft. Emergency Fund. Insurance.

Career

How can I make a living that gives me the income to be healthy financially? Goals & Aspirations. Education. Income. Extra Income.

Spending

What is the difference between spending needs vs. spending wants? Budgeting. Being a good consumer. Giving back. Taxes.

Saving

How can saving money be as frictionless as possible? Diversification. Retirement. Investing. Assets.

Credit

How can credit be used wisely and carefully to help achieve personal goals? Student Loans. Mortgages. Credit Cards. Credit Score.

Team

Learn About Us

Who We Are

See who we can help

Accumulators

Small Business Owner
Education Planning
Investment Planning
Employee Benefits
Budget & Tracking

Pre-Retired

Social Security Decisions
Order Of Retirement Savings
Distributions
Rmd Planning
Pension Decisions
Retirement Income Strategy

Retired

Tax Planning
Estate Strategies
Gifting Strategies
Planning For Long Term Care
Investment Income Planning
Required Minimum Distribution (RMD) Planning

Brightside Wealth Planning, LLC (“Brightside Wealth Planning”) is a state registered investment adviser located in Center Valley, PA. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Brightside Wealth Planning’s web site on the internet should not be construed by any consumer or prospective client as Brightside Wealth Planning’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of Brightside Wealth Planning’s current written disclosure statement as set forth on Form ADV, discussing Brightside Wealth Planning’s business operations, services, and fees is available from Brightside Wealth Planning upon written request. Brightside Wealth Planning does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.