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Brighton Jones

Brighton Jones: Personalized financial guidance tailored to clients' goals.

4.2(5 reviews)
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About

Brighton Jones is a Seattle-based financial advisory firm located at 2030 1st Ave, 3rd floor. The firm is praised for a truly personal, client-focused approach, listening and tailoring plans to individual goals with transparency. Its holistic guidance covers investments, taxes, and estate planning, often described as a reliable 'Personal CFO' with thoughtful, ongoing support, and noted 24/7 accessibility by clients.

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Location

2030 1st Ave 3rd floor, Seattle, WA 98121, USA

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Services

Personal CFO Services

Comprehensive financial planning and management tailored to your unique goals, covering investments, taxes, and cash flow.

Investment Management

Customized portfolio strategies with transparent performance tracking and regular reviews to align with your objectives.

Estate Planning

Holistic estate planning services to protect and transfer wealth, including wills, trusts, and tax-efficient strategies.

Tax Planning

Integrated tax advice and planning to optimize your financial outcomes and minimize liabilities across all aspects of your finances.

Retirement Planning

Personalized retirement strategies to ensure financial security and meet long-term goals through careful analysis and planning.

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