Live a richer life

We help you align your wealth, your passions, and your purpose.

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, Palo Alto, Scottsdale, Denver, Austin, or Washington, D.C. to see what a Personal CFO can do for you.

Your Personal CFO

As your Personal CFO, we develop a deeper understanding of your goals and your life, so that we can provide advice that spans your entire balance sheet and your entire income statement—just as a chief financial officer would for a company.

Proactive Tax Planning

We’ve built an in-house team of experienced CPAs and tax lawyers and made them an integrated part of our Personal CFO service. Having these skill sets at the next desk, rather than down the street, allows us to execute with speed, depth, and breadth for our clients.

401(k) Retirement Plan Advisors

Our retirement plan advisors safeguard your business and empower your employees, freeing you from the hidden fees, risks, and agendas of conventional retirement plans.

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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.

investment philosophy personal cfo

Investing is a means to an end.

Our investment principles are focused on managing risk and combining asset classes efficiently and cost-effectively.

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executive compensation personal cfo

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.

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complex finances personal cfo

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.

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liquidity event personal cfo

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.

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parents and kids smiling life event brighton jones small

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.

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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.