Our 2025 Q3 Investment Update
Our Q3 update reviews recent investment performance, answers common client questions, and highlights the themes shaping the markets.
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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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What Triggers AMT?
Living in a high-tax state and taking big deductions sometimes triggers AMT. Plan ahead to minimize its impact.
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Finances for the Sandwich Generation
Managing finances for the sandwich generation includes balancing kids’ needs, aging parents’ care, and your own retirement security.
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MAGI for Medicare: Tactics to Reduce Premiums
Manage MAGI to reduce Medicare IRMAA surcharges. Smart strategies for income, retirement, and tax planning in retirement.
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Talking About a Prenup With Your Children
Talk with your child about a prenup in a way that protects family legacy while supporting love, clarity, and trust.
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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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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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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