Brighton Jones pioneered the Personal CFO approach 14 years ago and now serves over 700 clients, advising on $2.2 Billion in assets. As your Personal CFO we provide more than investment advice. We partner with you to develop a life plan, then manage your entire balance sheet. Our experts collaborate resulting in a one-team approach, supported by our fee-only compensation structure and our fiduciary standard, our interests are aligned with yours. With no commissions, markups or hidden fees, our only incentive is to do what’s best for you so you can live a richer life. What sets us apart from other wealth managers? Our approach, our expertise, the way we are compensated and the caliber of the people we hire.Specialties: Investments, Taxation, Trusts and Estates, Philanthropy, Risk Management
Listed skills include Tax, Estate Planning, Financial Advisory, Trusts, and 20 others.