Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about.
For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.
Plan now for your family’s future and your business’ success. Start a conversation with one of our wealth advisors in Seattle, Portland, San Francisco, Scottsdale, or Washington, D.C. to see what a Personal CFO can do for you.
A 1031 exchange allows investors to exchange similar properties without paying capital gains tax on the profits of the sale.
How do you know when you’re truly ready to retire—not just financially, but also physically, mentally, and emotionally? It’s not just about age.
The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.
Our investment principles are focused on managing risk and combining asset classes efficiently and cost-effectively.
Compensation packages at the senior executive level have grown ever more complex with base pay, stock options, deferred compensation, performance bonuses and other creative incentives. We’ll help you decipher the details and make the best choices.
Serious financial wealth can simplify your life, but it adds a layer of complexity. Creating and managing a plan for doing good or giving back—today and for future generations—takes considerable time and expertise.
Your team at Brighton Jones will help you articulate your goals for your newfound wealth and get to the heart of what’s most important to you. Then we’ll develop a financial plan aligned with your values.
Life’s big events nearly always have financial ramifications. We’ll lead you through a process designed to assess the strengths and weaknesses in your current financial plan, based on your personal priorities.
Whether you have a specific question, or you’re interested in learning more about how our approach could be tailored to your situation, we’d be happy to hear from you. Please feel free to be in touch in whichever way works best for you.