Wealth Management 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.
Family Office
As wealth and complexity grow, so do your opportunities to create lasting impact—for your family, your community, and future generations. The Brighton Jones Family Office offers two distinct models of partnership: a Multi-Family Office and dedicated Single-Family Office services, each delivering institutional-grade capabilities and integrated expertise to help you align and activate your wealth in service of what matters most.
Women's Wealth
Your relationship with wealth goes far beyond portfolios and performance. Brighton Jones Women's Wealth delivers personalized financial guidance tailored to the unique ways women build, manage, and deploy wealth—combined with a vibrant community of financially confident women navigating similar journeys and shared passions.