How the SECURE Act 2.0 Impacts Individual Retirees
Learn the most important changes impacting individual's financial plans from this updated legislation.
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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.
FinEd
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 an immersive program that uses science-based practices and research about the human brain to improve our self-awareness, self-management, empathy, and compassion.
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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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How the SECURE Act 2.0 Impacts Employer-Sponsored Plans
Learn the how the passing of this new legislation will affect the options available for employer sponsored retirement plans.
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How Safe Harbor Tax Rules Impact Your Estimated Tax Payments
Learn the how Safe Harbor Tax Rule can influence your tax strategy when experiencing a liquidity event.
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Our 2022 Q4 Investment Update
Read our latest thoughts on current inflation trends and the key drivers influencing how we're positioning our portfolios.
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How to Navigate a Corporate Acquisition as an Employee
Wondering what happens when your company is acquired? Here's everything you need to know about navigating stock, cash, and merger deals.
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What You Should Know About the Required Minimum Distribution (RMD) Rules for Inherited IRAs
This article has been updated to reflect the latest changes to RMDs as a result of the SECURE Act 2.0. The SECURE Act became…
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Important Steps to Take After a Layoff
Our occupations frequently serve as much more than just a means of support. Studies show that our jobs are a crucial component of our…
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UPDATE: 2022 Year-End Tax Planning Checklist
With only weeks left in 2022, our team put together a year-end tax planning checklist to help lessen the burden in April 2023.
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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