Seattle Wealth Management
Seattle, Washington
2030 1st Avenue, 3rd Floor
Seattle, WA 98121
Phone: 206.258.5000
Fax: 206.258.5005
We’ve been a proud member of the Seattle community since our founding in 2000. In fact, our team has grown alongside the city, moving from a small shop in Capitol Hill to the Smith Tower in Pioneer Square before settling into our home in historic Belltown.
Our wealth management teams are committed to providing personalized service to individuals and families. We have deep experience advising on major liquidity events, tax planning, and executive compensation packages found at companies such as Amazon, Boeing, Microsoft, and Starbucks. We also assist family offices with significant estate and legacy planning needs.
We’re recognized among the state’s largest corporate philanthropists by Puget Sound Business Journal.
As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Pike Place Market Foundation, NatureBridge, United Way of King County, Outdoors for All, Invest in Youth, Fred Hutchinson Cancer Research Center, and Childhaven.
Driving directions
Parking is available at the Market Place Tower parking lot (89 Lenora St.)
Meet your Seattle wealth management team
I help our clients and #OneTeam turn their compassion into action by connecting them with ...
View ProfileAlea Campbell
I aim at understanding what living a richer life means for our clients and supporting them...
View ProfileAnallely Valdez-Johnson
I am passionate about providing clients with holistic assistance in managing their financi...
View ProfileAndres Rivera-Uribe
With my experience, I can help our team with many technical difficulties they may face dur...
View ProfileAndrew Schauf
I help clients live a richer life by listening to them to understand what matters most to ...
View ProfileAnnie Acosta
As chief operating officer, I align resources to ensure that we can execute our company st...
View ProfileApril Kyrkos
I tell stories that shine a light on Brighton Jones clients living a richer life
View ProfileBarry Whittle
I work with a team of Brighton Jones professionals who help clients make informed decision...
View ProfileBiss McCarthy, CFP®
I chose this profession because it is rewarding to help people achieve their goals both pe...
View ProfileBrett Carolan, CFP®
At Lenora Capital, we build private investment solutions and engage interested clients to ...
View ProfileBrett Deits
I empower others to live richer lives by equipping them with the tools and confidence need...
View ProfileBrian Burgess, CFP®
As the chief investment officer, I am the researcher of ideas, the filterer of information...
View ProfileBrian Tall
As a part of our Keep People team, my goal is to connect with each of our employees and he...
View ProfileBriana Boche
I strive to build meaningful relationships and understand what living a richer life means ...
View ProfileBrianna Thompson
We help companies manage and monitor the retirement plan offered to employees, and partner...
View ProfileBrittany Weiler
I help our clients live a richer life by being an instrumental part of their tax and finan...
View ProfileCalley Bjorkman, CPA
I have the distinct pleasure of helping to lead the recruiting effort for Brighton Jones, ...
View ProfileCarly DeVries, SHRM-CP
I provide our teams the support, tools, and resources they need to execute flawless experi...
View ProfileCassie Johnson
With 20+ years of experience working directly with clients, I enjoy putting creative strat...
View ProfileCharles Brighton
I provide the organization with the most up to date and accurate data that reports on past...
View ProfileCharles Strauss
My goal is to have a comprehensive understanding of what it means for each client to a liv...
View ProfileChase DeLeon
I’m passionate about building valuable relationships with clients and learning about what ...
View ProfileChristian Blazona
As part of the Personal CFO team, I work closely with our advisors and client service asso...
View ProfileChristian Linares, CFP®
I enjoy making tax planning and compliance approachable and building personal, long-lastin...
View ProfileClaire Jensen, CPA
As vice president of finance, I help manage the financial resources of the company through...
View ProfileDan Decarie
I believe wealth management should be about more than growing and protecting wealth.
View ProfileDanny Neish, CFP®
As an advisor for Brighton Jones, my primary responsibility is to make sure that all the a...
View ProfileDavid Lamp, CFP®
I advise and educate Brighton Jones clients on how to align their passions with strategic,...
View ProfileDebra Shapira
When we navigate life with a people-first mindset, we make values-aligned decisions that d...
View ProfileDennis Chiu, CFP®
My goal is to create leverage by being a key resource for Brighton Jones and our clients.
View ProfileDevon Johnson
I cultivate strong relationships with our clients by paying attention to details and findi...
View ProfileDevyn DeLeon, CFP®
I collaborate with our team as we build relationships with individuals and families.
View ProfileDrew Floyd
I am grateful to have the opportunity to build genuine connections with our clients
View ProfileElise Orton
I enjoy taking a holistic approach to wealth management by understanding client's values, ...
View ProfileElissa Nelson
Talk to a Seattle financial advisor
"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