When any discussion of personal finance turns to retirement savings, the focus often settles on a long-standing debate: should you contribute to a traditional or Roth account?
Meet your Personal CFO
Our greatest value lies in helping you live a richer life every day, starting right now.
Get StartedBrighton Jones Wealth Management and Financial Advisory
Brighton Jones is the original Personal CFO, combining the power of in-house expertise with evidence-based, conflict-free advice to maximize your total balance sheet. From investments and tax planning to risk management and strategic philanthropy, your interests always come first.
We understand the value of a trusted partner who listens carefully, has the skills and knowledge to drive results and creates a comprehensive plan that fits your unique needs and goals. In everything we do, we are guided by our mission—to help our clients, colleagues, and the global community live richer lives.
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.
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It takes a team to deliver the wealth management advice we would want for ourselves
OUR DIFFERENT APPROACH
Your team at Brighton Jones develops a personalized strategic plan just for you that considers how a decision in one area of your financial life impacts the bigger picture. That means you no longer need to herd a group of unrelated wealth, tax, and legal advisors whose interests may not always align with yours.
Investing is a means to an end.
Our investment principles are focused on managing risk and combining asset classes efficiently and cost-effectively.
It’s never as simple as “salary plus benefits.”
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.
We know what we want to do with our money. We need help with the “how.”
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.
A plan for the future helps me relax today.
With Brighton Jones, retirement planning is not simply an investment strategy. We not only address the “when” of your retirement, but also if you’ll have enough to reach your goals. When it comes to your retirement, the question “what’s next?” should always have a definitive answer.
I just came into money, now what?
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.
It’s the surprising twists that make life so memorable.
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.
Let’s Talk
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.