wealth management services brighton jones

What We Do

An integrated approach to wealth management is key to success.

Our team of experts develops coordinated strategies to provide the maximum financial advantage to you.

Brighton Jones provides a full spectrum of wealth management services under one roof, unified by a consistent and coherent vision. We know that a multi-disciplinary approach, one that treats individual services as an integrated whole, provides clients with tremendous value.

An apt analogy is that of the corporate chief financial officer, whose role is to ensure the financial health of a company. They ask the tough questions and make recommendations that enable the company to succeed over the long term. It was our mission to play a similar role in our clients’ lives—that of a Personal CFO.

We advise our clients on all facets of their financial picture, mindful of how each piece fits together. This team approach keeps our interests aligned with those of our clients. The benefits of this approach go beyond the bottom line. Our clients no longer need to play the intermediary in conversations with multiple advisors, most of whom have different priorities, philosophies, and incentives.

Clients enjoy peace of mind knowing that our recommendations are based on achieving specific goals outlined in their plan and aligned with their values.

Our wealth management services are divided into three primary categories, and within each are experts who specialize in particular disciplines. The categories are described at a high-level below, and you can read more by following the accompanying links.

Your Personal CFO

As your Personal CFO, we develop a deeper understanding of your goals and your life, so that we can provide advice that spans your entire balance sheet and your entire income statement—just as a chief financial officer would for a company.

Tax and Estate Planning

We’ve built an in-house team of experienced CPAs and tax lawyers and made them an integrated part of our Personal CFO service. Having these skill sets at the next desk, rather than down the street, allows us to execute with speed, depth, and breadth for our clients.

Retirement Plan Advisors​

Our retirement plan advisors safeguard your business and empower your employees, freeing you from the hidden fees, risks, and agendas of conventional retirement plans.​

Let’s Talk

Whether you have a specific question, or you’re interested in learning more about how our approach could be tailored to your situation, we’d be happy to hear from you. Please feel free to be in touch in whichever way works best for you.