Brighton Jones

Brighton Jones is a wealth management firm that works as a personal CFO for individuals and families. Its in-house specialists look across a client's whole balance sheet, both assets and liabilities, to build one plan that matches their money to their values and goals. It is a Certified B Corporation.

Services

• Holistic financial planning: a personal plan joining investments, tax, retirement and giving.
• Investment management: portfolios tailored to each client, based on research in traditional and behavioural finance.
• Tax planning: year-end planning and guidance on estimated tax payments.
• Retirement and employee benefits: help with retirement rules, inherited accounts and workplace plans.
• Trust services: Brighton Jones Trust Company, chartered in South Dakota, offering trust guidance to families across the country.
• Life events: guidance through layoffs, corporate acquisitions and charitable giving.

Who it works with

Individuals and families, including employees going through layoffs or company acquisitions.

Key facts

• Certification: Certified B Corporation
• Trust company: Brighton Jones Trust Company, South Dakota