San Francisco Wealth Management

San Francisco, California

445 Bush Street, 6th Floor
San Francisco, CA 94108
Phone: 415.673.3632
Fax: 415.738.5459

Get in touch

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’...

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Barret Dowling

Associate Advisor

Brevin Schmidt serves as an advisor in Brighton Jones' San Francisco office.

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Brevin Schmidt

Associate Advisor

As the growth and operations manager in our San Francisco office, I work with potential cl...

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Cara Picton

Growth and Operations Director

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

My expertise allows those to truly carry out their life passions and focus on what is impo...

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Dennis Dwyer, CPA

Tax Lead Advisor

As part of the Brighton Jones Personal CFO team, I partner with clients to help define wha...

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Jeremy Pond, CFP®

Lead Advisor

As the director of estate planning, I strive to help clients live a richer life by alignin...

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Mary Louden, JD, LLM

Director of Estate Planning

Nicole Henderson serves as a growth and operations associate in Brighton Jones' San Franci...

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Nicole Henderson

Growth and Operations Associate

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

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Scott Greve

Director of Real Estate Group

Shannon Ashcroft

Client Service Administrator

As a Lead Advisor, I work diligently to understand your needs and goals in order to help y...

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Sue Cheung | 張淑芬, CFP®, CTFA, AAMS®, CRPC®, MBA

Lead Advisor

As an Advisor, I reconcile our clients' values and passions with financial independence an...

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Tania Hillin, CFP®


Teresa Ternan serves as a client service associate in the Brighton Jones San Francisco off...

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Teresa Ternan

Senior Client Administrator

Talk to a San Francisco 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