Jackie Prideaux, CFP®
How do I help our clients live a richer life?
Our mantra at Brighton Jones means something different to everyone. As an advisor, I seek to gain a deep understanding of our clients’ future goals and current lifestyles – what living a richer life means to them – then build and implement personalized plans. Those plans align our clients’ wealth with their values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments. I have the privilege of exploring what that looks like with each of the clients I work with. Sometimes that involves trade-offs, getting uncomfortable, and tough conversations. More often though, that involves celebration, watching goals become reality, and using fun modeling to see what’s possible.
Brighton Jones is a Registered Investment Advisor (RIA) and by extension, a fiduciary. In other words, I can rest my head at night knowing that the advice I give is truly objective, unbiased, and in the best interest of our clients. To top it all off, I serve those clients with the smartest and most caring group of people I have ever known.
Long story short: I love what I do.
How do I align my time and money with my values and passions to Live a Richer Life?
The alignment of what I value (growth, excellence, wellbeing, kindness, fun) and what I’m passionate about (my family & close friends, my health, travel, volunteering, and enjoying great food & drink) are easy to thread together. My career at Brighton Jones pushes me to excel and get curious; it’s easy to feel motivated to strive for personal growth and excellence in a culture like ours. Outside work, I carve out time to care for my body, see people I care about, explore new places and cultures, or open a great bottle of Old World wine. I strive to show up as a kind, authentic human being who has a positive impact on others and who my son can be proud of. And finally, humor is deeply integral to my happiness. Life is too short to be taken too seriously, and some of my greatest fulfillment comes from a belly laugh.