Brighton Jones Wealth Management and Financial Advisory
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.
Insights from Brighton Jones
Simply giving plan participants a mutual fund lineup and some Morningstar profiles does not amount to serious retirement plan education for employees.
We have all heard the lessons of sound investing over and over, but it is never easy to adhere to a long-term plan in the face of short-term uncertainty.
Even with only weeks left in 2018, there are still some relatively simple end of year tax planning moves available to help lessen the burden in April 2019:
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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.