Do I Need a Financial Advisor?
When you ask, "Do I need a financial advisor?" you are looking to do better with the things that you care most about.
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Our Approach to Financial Wellbeing
We look beyond finances to help individuals and families pursue life's biggest opportunities.
A personalized plan driven by your goals
World-class wealth management services should be as dynamic as the world you live in. Your Brighton Jones team of financial specialists works on your behalf in pursuit of your goals today and into the future.
Beyond Your Balance Sheet
Wealth management should empower you to reach your big-picture goals, and growing and protecting your wealth is only one part of the equation. That’s why we offer a suite of programs designed to help you network, volunteer, learn, and share your passions in life.
Fin Ed.
Workshops and online resources for teens and young adults who want to make sound financial decisions as they enter adulthood.
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Women Living a Richer Life
Confidently navigate your net worth and financial wellbeing with conversations, connections, and a community designed to help women thrive.
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Mindful, Emotional & Social Intelligence
MESI is a mental fitness program that equips individuals, teams, and organizations with a framework and tools to thrive more often.
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Richer Life Foundation
A foundation that supports grassroots efforts to provide access to education, health care, and other services to children all over the world.
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Lenora Capital
A community that brings together their expertise and networks to engage in private investments.
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Top 5 Mistakes To Avoid in Digital Estate Planning
Digital estate plan is part of your legacy. Don't let overlooked passwords, forgotten accounts, or legal oversights burden your loved ones.
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Inherited Stock: What To Do When Inheriting Trust-Held Stock
Inherited stock value at the time of inheritance, how long it's held, and your tax bracket all influence IRS expects from you.
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Post-Separation Finances: Co-Parenting and Financial Stability
Post-separation finances can be complex. Co-parent, share expenses, and plan for stability while securing your family’s financial future.
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Retirement Income Planning: Tax-Efficient Withdrawal Strategies
Smart retirement income planning helps reduce taxes and stretch your savings, making your money last longer throughout retirement.
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International Estate Planning: Trusts for US-Based Children
International estate planning ensures seamless inheritance, reduces tax exposure, and safeguards generational wealth.
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Are Reinvested Dividends Taxable? Optimize DRIP Strategies
Are reinvested dividends taxable? Learn how DRIPs work and when taking cash may be smarter to avoid risk and keep your portfolio balanced.
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US Gold Card Visa: A Game Changer for Foreign Investors?
The Gold Card Visa could revolutionize investment-based US residency. Learn its tax implications and policy challenges that could shape it.
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Let’s talk
Whether you have a specific question or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."
– Dan S., Brighton Jones client