Palo Alto Wealth Management
Palo Alto, California
530 Lytton Avenue, 2nd Floor
Palo Alto, CA 94301
Our team of investment advisors and financial planners in Palo Alto focuses on full-service planning and strategy. Your team can work with you to create a personalized financial plan designed for your big picture.
Our fiduciary responsibility to individuals and families, along with our richer life approach, addresses all aspects of your financial picture, including wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, and real estate, as well as financial planning for business owners and multi-generational family wealth.
As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Register Her and Malawi Children’s Mission.
Meet your Palo Alto wealth management team
I enjoy helping our clients with tax strategies, being the architect of their legacy plan,...View Profile
Clint Christensen, CFP®
The reason I love my job is that we provide guidance on real-world situations that affect ...View Profile
Jonathan de Smidt, CFP®, CPA
As the director of estate planning, I strive to help clients live a richer life by alignin...View Profile
Mary Louden, JD, LLM
As an advisor, our team gets to help clients through every phase of their financial journe...View Profile
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...View Profile
As a part of the client service team, I help clients articulate their financial goals and ...View Profile
Zach Smith, CFP®
Talk to a Palo Alto financial advisor
"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