Rollover Equity Questions for Early Stage Equity Holders
Founders and early-stage equity holders should ask these 21 questions before reinvesting in their company post-sale.
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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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Year-End Tax Planning Strategies
Year-end tax planning strategies to help manage liabilities, deductions, and set the stage for long-term financial success.
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Budgeting in College and Beyond
Budgeting in college is about learning how to make the most of every dollar. Build money habits early.
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Rollover Equity Isn’t Just an Investment—It’s a Bet
Before agreeing to rollover equity in a buyout, weigh the risks, liquidity, tax impact, and control. See how it serves your next chapter.
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Turn an IPO Windfall Into Lasting Wealth
Manage your IPO windfall by reducing risk, protecting your family, and aligning your wealth with what matters most.
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Navigating Your IPO Lockup Period
The IPO is done, but your IPO lockup period is not. Manage tax exposure, reporting rules, and charitable giving before the window opens.
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Pre-IPO Planning: Ahead of Your Company’s IPO
Undergo pre-IPO planning to evaluate equity, reduce tax exposure, and build a smart strategy for long-term wealth.
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How To Do a 403b Rollover to a 401(k), Correctly
A 403b rollover to a 401(k) may lower fees, boost employer match, and streamline your savings. Here's why it often makes sense.
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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