Brighton Jones LLC Snapshot
We are a team that helps our clients, colleagues, and the global community live richer lives.
Brighton Jones is one of the country's fastest-growing wealth management firms, with over $19 billion in assets under advisement. We are proud to help more than 4,000 clients live a richer life every day.
- Personal CFO -
We pride ourselves on taking care of every aspect of our clients’ financial wellbeing. We call it the Personal CFO approach to wealth management. Our team develops a deeper understanding of the goals and lives of our clients, so we can provide sound advice that spans their entire financial picture—just as a chief financial officer would for a company.
- Tax Advisory Group -
Given the complexity of our clients’ finances, it’s no surprise that nearly every financial transaction requires us to consider taxation. Integrating tax planning into your broader financial plan not only simplifies your life, it ensures that your goals and values are reflected in all your decisions.
We’ve built an in-house team of highly 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, gives us the ability to execute with speed, depth, and breadth for our clients.
-Philanthropic Advisory-
Whether writing a check or developing a legacy of giving, philanthropy can bring joy and satisfaction to everyone involved. The Brighton Jones Philanthropic Advisory assists clients in the creation of an organized giving strategy, providing recommendations on how to deliver the most impact with every dollar donated. Our philanthropic specialists research non-profits, offer guidance on defining giving goals, and draft an impactful giving plan aligned with the client’s unique values.
-Real Estate Advisory-
Real estate can be an important piece of the wealth-building plan for many clients. The Brighton Jones Real Estate Advisory offers detailed analyses of individual properties, strategic recommendations, and even roadmaps for complex 1031 exchange strategies, which could provide cash and equity benefits over the long-term. Our goal is to provide the research, evaluation, and recommendations a client needs to execute deals and enhance their portfolio.
- Beyond the Numbers -
Brighton Jones assembles a fully integrated, in-house team for each client, providing complete management of all their finances. Clients benefit from the collective knowledge of experts aligned around a comprehensive plan that fulfills their goals and reflects their values.
As we grow, we continue to supplement our core Personal CFO services, with an eye on creating a personalized, dynamic approach to wealth management. Our specialists in real estate, private investments, estate planning, and philanthropy work together to enhance financial wellbeing beyond the numbers.
- Personal CFO -
We pride ourselves on taking care of every aspect of our clients’ financial wellbeing. We call it the Personal CFO approach to wealth management. Our team develops a deeper understanding of the goals and lives of our clients, so we can provide sound advice that spans their entire financial picture—just as a chief financial officer would for a company.
- Tax Advisory Group -
Given the complexity of our clients’ finances, it’s no surprise that nearly every financial transaction requires us to consider taxation. Integrating tax planning into your broader financial plan not only simplifies your life, it ensures that your goals and values are reflected in all your decisions.
We’ve built an in-house team of highly 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, gives us the ability to execute with speed, depth, and breadth for our clients.
-Philanthropic Advisory-
Whether writing a check or developing a legacy of giving, philanthropy can bring joy and satisfaction to everyone involved. The Brighton Jones Philanthropic Advisory assists clients in the creation of an organized giving strategy, providing recommendations on how to deliver the most impact with every dollar donated. Our philanthropic specialists research non-profits, offer guidance on defining giving goals, and draft an impactful giving plan aligned with the client’s unique values.
-Real Estate Advisory-
Real estate can be an important piece of the wealth-building plan for many clients. The Brighton Jones Real Estate Advisory offers detailed analyses of individual properties, strategic recommendations, and even roadmaps for complex 1031 exchange strategies, which could provide cash and equity benefits over the long-term. Our goal is to provide the research, evaluation, and recommendations a client needs to execute deals and enhance their portfolio.
- Beyond the Numbers -
Brighton Jones assembles a fully integrated, in-house team for each client, providing complete management of all their finances. Clients benefit from the collective knowledge of experts aligned around a comprehensive plan that fulfills their goals and reflects their values.
As we grow, we continue to supplement our core Personal CFO services, with an eye on creating a personalized, dynamic approach to wealth management. Our specialists in real estate, private investments, estate planning, and philanthropy work together to enhance financial wellbeing beyond the numbers.
