San Francisco Wealth Management
San Francisco, California
445 Bush Street, 6th Floor
San Francisco, CA 94108
Phone: 415.673.3632
Fax: 415.738.5459
Our wealth management team in San Francisco partners 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. In addition, we provide mindfulness-based emotional and social intelligence programs to empower our employees, clients, and the communities where we live and work to hone skills and practices that help us all be fully present and intentional in our lives and relationships.
Our holistic approach includes in-house wealth management expertise, such as investment management, private investment advisory, estate planning, philanthropy, tax planning, equity compensation guidance, business succession, and other specialized financial services.
As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Song for Charlie, International Rescue Committee, Game Theory Academy, United Way of the Bay Area, and Impact 100 East Bay.
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Meet your San Francisco wealth management team
I help our clients explore what living a richer life looks like for and leverage our team’...
View ProfileBarret Dowling
Brevin Schmidt serves as an advisor in Brighton Jones' San Francisco office.
View ProfileBrevin Schmidt
As a Business Development Specialist in our Northern California region, I work with potent...
View ProfileCara Picton, CFP®
I enjoy helping our clients with tax strategies, being the architect of their legacy plan,...
View ProfileClint Christensen, CFP®
I help clients live a richer life by cultivating peace of mind around their financial life...
View ProfileDavid Langhals, CFP®
My expertise allows those to truly carry out their life passions and focus on what is impo...
View ProfileDennis Dwyer, CPA
As part of the Brighton Jones Personal CFO team, I partner with clients to help define wha...
View ProfileJeremy Pond, CFP®
As the director of estate planning, I strive to help clients live a richer life by alignin...
View ProfileMary Louden, JD, LLM
I have the incredible opportunity of working with a team of individuals who are dedicated ...
View ProfileOlivia Peluso
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
View ProfileScott Greve
As a Lead Advisor, I work diligently to understand your needs and goals in order to help y...
View ProfileSue Cheung | 張淑芬, CFP®, CTFA, AAMS®, CRPC®, MBA
As an Advisor, I reconcile our clients' values and passions with financial independence an...
View ProfileTania Hillin, CFP®
Teresa Ternan serves as a client service associate in the Brighton Jones San Francisco off...
View ProfileTeresa Ternan
Talk to a San Francisco 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