Who We Are

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Who You’ll Work With

At BrightEdge Wealth Management, our planning framework is supported by seasoned professionals who bring deep institutional knowledge to every client relationship.

One of our key strategic contributors, Jason Culp, is a Certified Financial Planner™ and Institutional Retirement Plan Specialist who advises BrightEdge on complex financial and retirement plan design.

With more than two decades of experience managing the operations and administration of multiple benefit programs exceeding $1 billion in assets, Jason ensures that BrightEdge’s advisory process reflects the same precision, governance, and fiduciary discipline found in top-tier institutional environments.

His expertise extends across:

  • Cash Balance Pension Plans and hybrid plan optimization
  • 401(k) Profit Sharing Plan design, compliance, and participant education
  • Non-Qualified Deferred Compensation Programs for executives and partners
  • International Group Pension Arrangements (U.K. and cross-border compliance)
  • Plan Governance, ERISA, and Fiduciary Oversight
  • Advanced Financial Planning and Cash Flow Forecasting
  • Investment Allocation, Contribution Strategy & Tax Efficiency Modeling
  • Executive Compensation, Equity & Deferred Incentive Planning

Through this collaboration, BrightEdge clients benefit from institutional-grade insights, technology-driven analysis, and a disciplined, forward-looking approach to building and preserving wealth.

A Team Powered by Innovation

Behind the scenes, BrightEdge Wealth Management integrates insights from a network of credentialed planners, investment analysts, and AI-powered planning tools to provide clear, actionable strategies.

The result: every BrightEdge Wealth Management client benefits from the same level of precision, foresight, and fiduciary discipline once reserved for large institutional investors — now personalized to your goals.

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Our Core Pillars

The strength of BrightEdge Wealth Management lies in the collaboration between specialized teams—each focused on a critical pillar of the client experience.

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Client Experience Team

Building relationships that last
Our client experience team ensures every interaction feels personal, seamless, and transparent. From onboarding to ongoing reviews, they keep communication clear, scheduling simple, and the planning process smooth.

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Planning & Analysis Team

Turning complexity into clarity
This team transforms detailed financial data into actionable insight. They combine tax, investment, and retirement strategies using advanced modeling tools like RightCapital and TaxGPT to deliver clear, results-oriented plans.

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Technology & Research Team

Driven by data and innovation
Behind the scenes, this group ensures BrightEdge remains ahead of industry trends. They integrate digital platforms, portfolio analytics, and emerging AI technologies to help clients benefit from precision typically reserved for institutions.