Our 2024 Q4 Investment Update
In our 2024 Q4 investment update, we offer a snapshot of how investments have fared, tackle client FAQs, and look at hot topics.
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Our Approach to Financial Wellbeing
We look beyond finances to help individuals and families pursue life's biggest opportunities.
A personalized plan driven by your goals
World-class wealth management services should be as dynamic as the world you live in. Your Brighton Jones team of financial specialists works on your behalf in pursuit of your goals today and into the future.
Beyond Your Balance Sheet
Wealth management should empower you to reach your big-picture goals, and growing and protecting your wealth is only one part of the equation. That’s why we offer a suite of programs designed to help you network, volunteer, learn, and share your passions in life.
Fin Ed.
Workshops and online resources for teens and young adults who want to make sound financial decisions as they enter adulthood.
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Women Living a Richer Life
Confidently navigate your net worth and financial wellbeing with conversations, connections, and a community designed to help women thrive.
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Mindful, Emotional & Social Intelligence
MESI is a mental fitness program that equips individuals, teams, and organizations with a framework and tools to thrive more often.
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Richer Life Foundation
A foundation that supports grassroots efforts to provide access to education, health care, and other services to children all over the world.
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Lenora Capital
A community that brings together their expertise and networks to engage in private investments.
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Tax Benefits of Real Estate Investing
The tax benefits of real estate investing reduce taxable income and defer capital gains on an underlying appreciating asset.
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Simplifying Your Search for Individual Health Insurance
If you cannot find a suitable health insurance plan on national or state-based exchanges, consider purchasing an individual health insurance plan.
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Natural Disasters and Property Insurance: Get Ready for Rising Premiums
With the frequency and intensity of natural disasters on the rise, learn how you can prepare for rising property insurance premiums.
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Restricted Stock Units and Building a Diversified Portfolio
Restricted stock units can be a powerful wealth-building tool, but they come with complexities in taxation, timing, and risk management.
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RSUs vs. Options: Tax Implications of Equity Compensation
Unravel RSUs vs options to optimize your financial strategy and align your long-term interests with the company.
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13 Questions to Ask a Financial Advisor
Questions to ask a financial advisor to help you understand if they can help you align your resources with what matters most.
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How Do RSUs Work? Maximize Your Restricted Stock Units
Maximize your RSUs with essential tips on managing restricted stock units. Learn how to unlock their full potential for optimal financial gains.
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Let’s talk
Whether you have a specific question or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."
– Dan S., Brighton Jones client