Wealth Management Services

Our services bridge the gap between investing and financial planning with three core services.

Comprehensive strategies to simplify your life

Bring alignment to your total balance sheet with strategies that go beyond investments and planning. Our expertise helps save you time, uncover new opportunities, and minimize surprises.

Wealth Management

Brighton Jones meets you at the intersection of life and wealth. Your Personal CFO team develops a deep understanding of your future goals and current lifestyle, then builds and implements a personalized plan for you.

Tax Advisory

Accumulating, accessing, or transferring wealth has serious tax implications. The Brighton Jones Tax Advisory Group is an integrated team of experienced CPAs and tax lawyers that offers holistic tax planning.

Retirement Plan Advisory

Free your business and employees from hidden fees, risks, and agendas of conventional retirement plans. Brighton Jones Retirement Plan Advisory offers retirement plan consulting, benchmarking of plan service providers, and investment management for participating employees.

Let's talk

Reach out to learn more about how our comprehensive approach to wealth management can help you achieve your goals.