Brightscape Investment Centers

Add to Favorites

Investment Advisory Service, Financial Planners, Financial Planning Consultants

Be the first to review!

Add Hours

(540) 775-6463Call Visit WebsiteVisit Website Map & DirectionsDirections8444 Gray Fox LnKing George, VA 22485 Write a ReviewWrite Review

More Info

Extra Phones: TollFree: (888) 888-0967
Other Link: https://brightscape.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (540) 775-6463

Address: 8444 Gray Fox Ln, King George, VA 22485

Website: https://brightscape.com

People Also Viewed

View similar Investment Advisory Service

Suggest an Edit

Brightscape Investment Centers

Tax Planning
Given the closely acquainted relationship with our clients we become aware of financial situations that can be very helpful in tax planning. We work closely with clients CPA’s/ Tax Planning Attorneys to take these items into consideration as they likely have an overall impact on performance. Here are a few ways we can help with your tax strategy...
Charitable Giving
Early contributions - Consider front-loading your charitable giving by making large contributions during your high-income earning years (big bonuses or sales of investments). By contributing to a donor-advised fund during your high-earning years, you will not only reap extra tax benefits when you need them most but also prepare for charitable donations during your retirement, when your income is likely to be reduced.
Tax Services
Roth IRA
It is also essential to note the modifications in the income phase-out range for Roth IRA contributors: For single filers and heads of household, the range is now between $146,000 and $161,000. For those married and filing jointly, the updated range is between $230,000 and $240,000.
Tax Deductions
Donor-advised funds (DAFs) - A DAF is a charitable investment account exclusively created to support philanthropic organizations you care about. This could offer an immediate tax deduction upon deposit of your contribution. The funds can be further invested for tax-free growth and later distributed to any IRS-qualified public charity.
Income Tax

Investment Management
Scott Boyles, a Certified Financial Planner™ PROFESSIONAL, leads the Dallas office for Brightscape Investment Centers. Scott brings forward thinking planning and ideas to his clients. He assists clients with goal forming, life goal planning, debt management, and investment management. His skill set includes assisting startup owners in company structure, cash flow concerns, and business strategy.
Mutual Funds
Donate appreciated assets - Contributing long-term appreciated securities, such as stocks, mutual funds, bonds, real estate, or private company stock, can be a highly tax-efficient method of giving. For example, by donating stock that has appreciated for more than a year, you effectively give 20 percent more than if you sold the stock and made a cash donation.
Bonds

Accounting Services

Financial Planning
Behind the scenes, we are ensuring you’re in the best situation possible to achieve your goals. Financial planning isn’t a snapshot in time and life happens. You’ll have someone to talk to who understands your whole financial picture, its weakest links, and how a changing economy and markets might affect it.
Retirement Planning
Asset Management
Eric J. Weiss, a Certified Financial Planner™ PROFESSIONAL, is founder serves as Brightscape's Chief Executive Officer. Mr. Weiss' background and industry contacts expose him to the latest ideas in finance which he then formulates into customized strategies to benefit his clients. Mr. Weiss's investment experience ranges from managing hundreds of millions of dollars for institutional pension funds to smaller amounts for retired teachers. Prior to founding Brightscape he directed the business development activities of J. P. Morgan Chase's Global Asset Management and Private Bank Division in northern Latin America. Previously, Mr. Weiss was a senior executive at Citicorp's corporate finance group in New York and Latin America.
Gifting Strategies
Asset Protection
Reverse Mortgages

View All Services

Provided by