Your Trusted Partner
Please note that this information is for Fidelity internal use only and, not intended for client distribution.
Why refer to Brighton Jones
Close more clients
70% of qualified WAS referrals
211% asset consolidation (avg. is 29%) – you make more money
Keep more clients
98%+ client retention – increase the time period you get paid
One of Mateo’s immediate goals after retiring from a long career at a utility power company was to move to the North Carolina mountains. He needed to pull his down payment from his portfolio, so he worked with his Brighton Jones Personal CFO to plan for this in his allocation by allocating a “spending and protection goal” in safer, protected investments—capital preservation.
This was all happening in early 2020. When the pandemic hit and the markets went down substantially, Mateo was understandably concerned. We had the privilege to reassure him that because we’d collaborated and understood his goals, his down payment was protected. We didn’t have to delve into his equity allocation and sell at a much lower valuation or worse, put a hold on his plans. Thanks to a great partnership with Brighton Jones, Mateo went to closing with no issues and is currently enjoying retirement without worry.
Goal: Retire and move to the North Carolina mountains
Focus: Cash needs analysis
Fidelity Branch: Scottsdale
Accumulating, accessing, or transferring wealth can spur some serious tax implications. A forward-looking tax plan can simplify your financial life and uncover opportunities to maximize the value of charitable gifts or harvest tax losses to offset future capital gains.
It’s never as simple as “salary plus benefits.” We help clients evaluate all aspects of their corporate benefits package and provide truly dispassionate advice around competing priorities like base pay, stock options, deferred compensation, bonuses, and more.
Build a holistic plan for your legacy that provides for loved ones and protects your estate. An actionable plan can reduce administrative costs, distribute wealth responsibly, provide for the care of loved ones, and minimize estate taxes.
Real estate investments are an important part of any wealth-building strategy. It brings unique advantages, including passive income streams, use of leverage, and favorable tax strategies to expand and diversify your current holdings.
Confidently navigate the opaque world of private investments with access, insights, and analysis of opportunities that provide portfolio diversification and historically higher rates of return.
Put your wealth to its highest use. A strategic philanthropic plan can increase the value of your resources while reducing the overall impact on your financial picture through charitable giving, a family foundation, endowments, or a donor-advised fund.
We first met Robert after he’d built up over $400k in AMT income. He’s a senior IT employee for United Healthcare, and a big part of his compensation structure is in NQSOs and ISOs. Until he teamed up with Brighton Jones, he’d simply been exercising options upon vesting. To help offset and smooth his tax situation, we had Robert stop exercising and put an option collar strategy in place to protect him from a large loss—which also allowed him to sell his shares at a price that would offset AMT liability. We’ve continued to alternate, exercising and adding to AMT one year, then selling to offset the next.
Robert and Laura are so thrilled with our tax expertise, we’re now helping them with early retirement planning, as well as establishing a proper estate plan.
Meet Rob & Laura
Goal: Offset and smooth tax situation
Focus: Tax mitigation and overall planning for stock option compensation
Fidelity Branch: Washington, D.C.
Beyond the Balance Sheet
- Learn the client’s career, goals, and family
- Understand the client’s values and passions
- Discuss total balance sheet, cash flow, and future plans
- Present an initial plan
- Introduce service team
- Clarify any decisions and process
- Discuss how we’ll work together
- Agree on the plan
- Transfer accounts
- Execute on strategies
- Monitor and adjust results
- $3M | 0.95%
- $3–$5M | 0.75%
- $5–$10M | 0.6%
- $10–$20M | 0.5%
- $20M+ | 0.35%