NUA: What to Know Before You Roll Over Company Stock
Company stock in your 401(k)? NUA could mean paying capital gains rates instead of ordinary income on decades of appreciation.
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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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Vocational Freedom & Retirement: One Advisor’s Story
Vocational Freedom is just the beginning. Here's how one financial advisor navigated the emotional and mental journey to retirement.
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The Giving Question Washington’s New Tax Is Really Asking
Washington's Millionaires' Tax includes a $100K deduction for Washington state charitable giving. Here's what it means.
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Should I Stay or Should I Go? A Framework for Thinking Clearly
Thinking about moving to a lower-tax state? Use this framework to weigh life and financial factors before making your decision.
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Trump Accounts: What Families Need to Know
Trump Accounts (Section 530A) open July 4. What families need to know about eligibility and the $1,000 federal seed.
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Brighton Jones Expands to Ohio With the Addition of Mitchell Kotheimer, Lead Advisor
Brighton Jones expands to Cleveland, bringing its Personal CFO approach to Ohio with lead advisor Mitchell Kotheimer.
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The Hidden Costs of Moving to a Low‑Tax State
Tax relocation decisions from California, New York or Washington require more than tax rate math. Domicile change models are imperfect.
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Does Cryptocurrency Offer a Tax Loss Harvesting Advantage Over Stocks?
Crypto tax loss harvesting may offer flexibility vs. stocks under current IRS rules. Learn how it fits into your tax strategy.
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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