Morristown Wealth Management

Morristown wealth management designed around your life.

At Brighton Jones, we believe your financial plan should reflect your values, goals, and vision for the future. Our Morristown wealth management team partners with you to create a personalized plan beyond your portfolio. We take the time to understand your complete financial picture and the life you want to lead.

We act as your Personal CFO—helping you coordinate investments, tax strategies, estate planning, charitable giving, and more. You gain clarity and confidence across every decision.

We are fiduciaries, which means we’re always on your side. We offer objective advice without commissions or sales incentives. Your best interest is our only priority.

Our in-house experts support you with coordinated, comprehensive guidance. We offer deep experience in executive compensation, tax optimization, real estate investing, and private markets. We also help families navigate legacy planning, succession strategy, and charitable impact.

Whether you’re growing your wealth or protecting what you’ve built, our team is here to support you. We’ll help you stay focused on what matters most.

At Brighton Jones, we work as one team. That means you benefit from a collaborative group of professionals who share knowledge and support your success. We’re not just here for transactions—we’re here for the long haul.

You’ll also find a community of like-minded clients who care about using their resources with purpose. We host events, programs, and educational experiences that connect our clients with shared goals.

If you’re ready for a more connected, intentional approach to wealth management, our Morristown team is here to help. Let’s build a plan that brings you peace of mind and a sense of progress.

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