Company description
Brighton Jones is a wealth management firm that aligns your wealth, passions, and purpose so you can pursue your richer life. We call it the Personal CFO approach to wealth management. Your Personal CFO team develops a deep understanding of your future goals and current lifestyle, then builds and implements a personalized plan for you. This plan aligns your wealth with your values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments.
More details
- Tagline
- Live a Richer Life
- Year Established
- 2020
- Contact name
- Brian Penner
- Instagram URL
- https://www.instagram.com/livearicherlife/?hl=en
- LinkedIn URL
- https://www.linkedin.com/company/brighton-jones/
- Keywords
- Palo Alto financial advisor, Palo Alto wealth management, tax planning, estate planning, real estate advisory, retirement planning
