Silicon Valley Wealth Management

Silicon Valley, California

1300 El Camino Real, Suite 100
Menlo Park, CA 94025
Phone: 650.618.3400
Fax: 650.618.2630

Get in touch

Our team of financial advisors and CPAs in Silicon Valley focus 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 Silicon Valley 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, CFP®, CPA


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

As an advisor, our team gets to help clients through every phase of their financial journe...

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Nathan Schult

Associate Advisor

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

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Scott Greve

Director of Real Estate Group

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 Silicon Valley 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