Be WELLthy Blog

October 21, 2025 – Seattle, Washington – Brighton Jones, an independent wealth management firm dedicated to aligning clients’ wealth with their values and…

Too much wealth in one stock can hold you back. Tax-aware approaches help manage concentration and support long-term financial planning.

Learn how to save, budget, and build confidence with financial strategies that empower young adults, especially women.

Our Q3 update reviews recent investment performance, answers common client questions, and highlights the themes shaping the markets.

Living in a high-tax state and taking big deductions sometimes triggers AMT. Plan ahead to minimize its impact.

Managing finances for the sandwich generation includes balancing kids’ needs, aging parents’ care, and your own retirement security.

Manage MAGI to reduce Medicare IRMAA surcharges. Smart strategies for income, retirement, and tax planning in retirement.

Talk with your child about a prenup in a way that protects family legacy while supporting love, clarity, and trust.

Founders and early-stage equity holders should ask these 21 questions before reinvesting in their company post-sale.