We have structured our firm to provide targeted services to four distinct
groups of clients. These groups often have different needs, and the
following divisions of our business are designed to best serve those needs:

Private Client Services
-- Investable portfolios of between $500,000 and $3 million.
Family Wealth Management
-- Investable portfolios of between $3 million and $15 million.
Shared Family Office
-- Investable portfolios with values in excess of $15 million.
Tax Advisory Group
-- Comprehensive tax planning and compliance services.

Our integrated approach, where multiple advisory services are unified by a consistent and coherent vision, brings tremendous value to our clients in ways that extend beyond the bottom line. Clients don’t need to play the intermediary between multiple advisors, most of whom have differing priorities, philosophies and incentives. When questions do arise, they only need to call us. Clients gain peace of mind knowing that our recommendations are based on achieving specific goals outlined in their life plan, and not influenced by other financial considerations.

This “one team” approach is supported by our fee-only compensation structure, which keeps our interests aligned with those of our clients. With no commissions, markups or hidden fees, our only incentive is to do what’s in our clients’ best interests. In a very real way, Brighton Jones plays the role of Personal CFO in the lives of our clients.