Chicago Wealth Management

Chicago, Illinois

171 N Aberdeen St
Suite 400
Chicago, IL 60607
Phone: 872.336.0406
Fax: 872.304.1684

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After years of partnering with our Chicago wealth management clients from afar, we were excited to put down roots in the Windy City at the start of 2023.

With a dedicated tax advisory group, our team partners with clients across Chicago’s robust and diverse economy, from finance and transportation leaders to logistics and technology executives.

Brighton Jones is one of the country’s fastest-growing wealth management firms, with over $19 billion in assets under advisement and 4,000 clients. Our mission is more than growing and protecting wealth—it’s about empowering you to live a richer life by aligning your resources with what matters most to you. 

Our Chicago wealth management team works with individuals and families to navigate complex finances and taxes through personalized financial plans built for the big picture. 

As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.  Our holistic approach includes in-house wealth management expertise, such as investment management, tax planning, estate planning, philanthropy, private investment advisory, equity compensation guidance, real estate advisory, business succession, and other specialized financial services. 

Driving Directions

Meet your Chicago wealth management team

My role affords me the unique opportunity to build our brand in new cities, onboard and tr...

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Annika Williams, CFA

Advisor

I develop meaningful relationships with our trusted partners to identify opportunities to ...

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Dustin Courts

Business Development Manager

I have the opportunity to assist our clients with setting up, maintaining, and navigating ...

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Felicia Fortosis

Senior Client Administrator

As an experienced tax professional with several years of expertise

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Malumbe Yasa, CPA

Tax Lead Advisor

I support an enthusiastic team that works to build new client relationships by understandi...

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Samantha Evans

Business Development Operations Senior Associate

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Lead Advisor, Real Estate Advisory Group

I help business owners create meaningful retirement plans and financial education programs...

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Vanessa McClure

Director of Fidelity WAS Partnership

Connect with our Chicago Personal CFO team

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