Strategic Money Moves for 2024

January 11, 2024

Did 2023 leave you wondering if you missed out on financial opportunities? You’re not alone! Many of us are too busy with the responsibilities of adulthood, juggling personal and professional lives, to think about optimizing our finances. Unless you’re a tax-law-savings-wizard, you might have overlooked some money-saving tricks.

Brighton Jones’ Lead Advisors, Andrew Richardson and Zach Smith, empower clients every day, especially those in the tech industry. They understand the topics and questions at the forefront of clients’ minds as they navigate complex equity packages, company benefits, and the perennial question, “how do I minimize my tax bill this year?”

While Andrew and Zach may not wear capes, they are experts in turning financial challenges into victories. Join us to uncover insider tips and tricks for busy executives:

  • Strengthen Your Career and Compensation Strategies 
    Hear practical insights around maximizing year-end bonuses and making the most of your stock options.
  • Maximize Contributions and Compounding 
    Discover strategies like the backdoor Roth IRA to help your wealth grow, letting the market do the heavy lifting.
  • Adapt to Tax Law Changes 
    Stay informed about the significant tax changes and exemptions for 2024.
  • Align Your Finances with Your Career 
    Receive personalized financial advice tailored to your career and life stage because even accomplished professionals benefit from occasional guidance.

Don’t miss the financial opportunities awaiting you in the new year! Save your spot and register today. (Even if you can’t attend the event live, we’ll send you the recording to watch at your convenience).


Zach Smith, CFP®

Lead Advisor | Silicon Valley

Andrew Richardson, CFP®

Lead Advisor | Boston