Palo Alto Wealth Management

Palo Alto, California

228 Hamilton Avenue, 3rd Floor
Palo Alto, CA 94301
Phone: 650.618.3400
Fax: 650.618.2630

Get in touch

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.

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Meet your Palo Alto wealth management team

I enjoy helping our clients with tax strategies, being the architect of their legacy plan,...

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Clint Christensen, CFP®

Senior Lead Advisor

The reason I love my job is that we provide guidance on real-world situations that affect ...

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Jonathan de Smidt, CPA

Advisor

As a part of the client service team, I help clients articulate their financial goals and ...

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Zach Smith, CFP®

Lead Advisor

Talk to a Palo Alto financial advisor

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