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Brighton Jones, a fixture in the Seattle community since its establishment in 2000, embodies a commitment to personalized wealth management for individuals and families. Their journey from Capitol Hill to historic Belltown reflects their deep roots in the city.
This firm stands out with its extensive experience advising on significant liquidity events, tax planning, and executive compensation packages, including those at renowned companies like Amazon, Boeing, Microsoft, and Starbucks.
Brighton Jones defines itself as the intersection of life and wealth, offering clients a personal CFO team dedicated to understanding individual goals and lifestyles. They craft and implement personalized financial plans, aligning wealth with values across various aspects of financial planning, from investments and taxes to retirement, estate planning, and charitable giving.
Brighton Jones' portfolio process is informed by Nobel Prize-winning traditional and behavioral finance research. They prioritize diversification, tax efficiency, and behavioral awareness to help clients achieve their financial goals while protecting wealth through crises.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
108601 | 134 |