RSU Taxes: Hit Safe Harbor Early and Keep Your Money Working
RSU taxes can create unexpected bills. Meeting safe harbor early may reduce penalties and make your cash flow more predictable.
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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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Navigating New 401(k) Catch-Up Contribution Rules
The 401(k) is one of the easiest ways to build retirement wealth, but starting in 2026, high earners must make catch-ups to a Roth.
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Why Rising Stock Prices Can Lead to RSU Underwithholding
Rising stock prices can leave RSU withholding behind. Learn the steps that may help you stay ahead of unexpected tax bills.
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Support Charitable Giving With RSUs and DAFs
Learn how donating appreciated RSUs to a donor-advised fund may offer tax advantages, support charitable goals, and help redirect concentrated equity.
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Selling RSUs Is a Long-Term Wealth Strategy
Selling RSUs is a long-term strategy. Learn how thoughtful selling may reduce concentration risk and support your broader financial plan.
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When To Sell a Losing Stock
Learn how tax-loss harvesting within a Personal CFO approach helps reduce taxes and align money with your values.
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Target Date Funds Could Be Slowing Your Retirement Growth
Target Date Funds may feel safe, but they could slow your retirement growth. Learn smarter portfolio strategies for your 20s and 30s.
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Tax Planning Checklist: Maximize Savings and Minimize Stress
Make 2026 tax planning easier by reviewing income, deductions, RSUs, and major transactions now to avoid surprises and stay ahead.
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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