Tax Optimization as Part of Your Investment Strategy
Tax optimization protects investment returns by integrating tax-efficient strategies into your financial plan.
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richer life
Brighton Jones aligns your wealth, passions, and purpose so you can pursue your richer life.
Comprehensive Plan
Accomplish your goals—today and into the future—with a personalized, holistic plan that aligns your financial resources with your values.
Beyond Fiduciary Advice
We meet the highest standards of financial rigor for advisement, and then we go a step further. Our approach considers more than your wealth. It’s about helping you thrive.
Investment Expertise
Brighton Jones portfolios are customized for each client and our process is grounded in Nobel Prize-winning research in both traditional and behavioral finance.
How can we help?
Explore resources and advice for your entire balance sheet—and beyond.
Life Events
Tax Strategies
Executive Compensation
Investments
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Reach out to learn more about how our comprehensive approach to wealth management can help you achieve your goals.
Our team's best thinking
We’re passionate about helping individuals and families achieve their goals—and cultivating a company culture that adds value to our communities.
Our 2024 Q4 Investment Update
In our 2024 Q4 investment update, we offer a snapshot of how investments have fared, tackle client FAQs, and look at hot topics.
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Business Exit Planning: 7 Signs You Are Ready for an Exit
Whether growing steadily or scaling rapidly, business exit planning includes knowing the signs it's time to act.
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Tax Benefits of Real Estate Investing
The tax benefits of real estate investing reduce taxable income and defer capital gains on an underlying appreciating asset.
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Simplifying Your Search for Individual Health Insurance
If you cannot find a suitable health insurance plan on national or state-based exchanges, consider purchasing an individual health insurance plan.
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Natural Disasters and Property Insurance: Get Ready for Rising Premiums
With the frequency and intensity of natural disasters on the rise, learn how you can prepare for rising property insurance premiums.
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Restricted Stock Units and Building a Diversified Portfolio
Restricted stock units can be a powerful wealth-building tool, but they come with complexities in taxation, timing, and risk management.
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RSUs vs. Options: Tax Implications of Equity Compensation
Unravel RSUs vs options to optimize your financial strategy and align your long-term interests with the company.
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13 Questions to Ask a Financial Advisor
Questions to ask a financial advisor to help you understand if they can help you align your resources with what matters most.
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