Brighton Jones

Thank you for joining us, Bryce Skaff, CFA!

🎃 No Halloween spooks here – just pure joy and excitement as we celebrate the work anniversaries of 17 amazing teammates this month! 🧡 As we recognize their dedication and contributions, we're all treats, no tricks! Cheers to another year of growth, incredible impact and helping others Live A Richer Life! #OneTeam #Collaboration #Compassion #Community #LRL #LiveARicherLife #HappyWorkAnniversary #TeamAppreciation Tom Preston | Jason Shull, CFP® | Jens Vestergaard Madsen | John Dougherty | Daniel Decarie | Teresa Ternan | Michael Remedios, CFP® | Heather (Pearson) Thiessen | Scott Moser, CFP® | Qiqi Ye | Antoinette Harris, E.A. | Caitlin Leamon | Brett Deits | Mary Grace Thomas | Natalie Compagno | Matthew James | Kate Sorenson

We’re thrilled to announce that we’ve been named one of Barron’s Top 100 RIA Firms for 2024! 🎉 This recognition reflects the dedication and hard work of our incredible #OneTeam. Together, we continue to strive for excellence and help our clients live richer lives. Find the full list and ranking methodology here: https://buff.ly/3rDvrqC #Top100 #Proud #BarronsTopRIA #ThankYou #Teamwork #OneTeam #LiveARicherLife #Commitment

Last week, our CEO Jon Jones connected with Bryce Skaff, CFA from Dimensional Fund Advisors (DFA) in our Seattle office to discuss the trends and strategies driving the future of wealth management. 🚀 Their conversation highlighted how both firms are committed to personalized client service, innovation, and leveraging data to shape client relationships in a rapidly evolving industry. From insights on AI and fintech to future growth opportunities, Jon and Bryce delved into what it takes to stay ahead and inspire transformative client experiences. Stay tuned as Brighton Jones and DFA continue to lead with forward-thinking solutions! #WealthManagement #BrightonJones #Innovation #ClientExperience #LiveARicherLife #OneTeam #Collaboration

EXCITING NEWS! Brighton Jones is thrilled to announce our participation in the Net Positive Consortium (NPC)! Since day one, we've seen our mission as much more than just wealth management—it’s about making a meaningful difference in our communities and the world. Now, as part of NPC, we're collaborating with industry leaders to drive positive change for clients, team members, and the environment. This step is a powerful testament to our commitment to help everyone we work with live a richer, purpose-driven life. Here’s to making a real impact together! 💙 Read our full announcement here: https://buff.ly/3YztyZP #NetPositive #NPC #NetPositiveConsortium #BrightonJones #PurposeDriven

Fortune writer Alicia Adamczyk covers all things money and investing. In this article, we discuss the shifting dynamics of managing joint finances. Want to talk more about your plan? Check out our team at Brighton Jones

The Washington RIA Summit in Seattle delivered powerful insights today — Mike Boroughs, CFA, CPA (Fortis Financial Group), Adam Jordan (Paul R. Ried Financial Group, LLC), Anthony Zackery, CFA (Zevenbergen Capital Investments LLC (ZCI)), and Jaime Kiehn, CFA (Principal Asset Management) discussed strategies for optimizing portfolios amid market volatility and rising interest rates. David Selbovitz, CFA, CAIA and Michael Bordes of MassMutual followed with an in-depth look at the role of High Yield Corporate Bonds in creating more efficient, risk-aware portfolios. Tait Lane (Merit Financial Advisors), Kathleen Carbone, CFP® (Paricon Private Wealth), and Kelly Keydel, CFP, MBA, CDFA (Wealthspire Advisors) showcased how to future-proof your practice, focusing on how technology and practice management are driving advisor success. Finally, the panel on Alternative Investments, led by Maya Lis Tussing (Fairlight Advisors), with Patrick (Brighton Jones) and Katrina Schmaltz, CFA, CPA (Nuveen, a TIAA company), explored how advisors can incorporate hedge funds, private equity, and real estate into client portfolios to achieve stronger results. Stay tuned for more! #PortfolioSummits #WashingtonRIASummit #AlternativeInvestments #WealthManagement #InvestmentStrategies #FinancialPlanning

🌟 Join us for the 2024 Giving Game! 🌟 On Thursday, November 14 from 12:00 - 1:00 PM PT / 3:00 - 4:00 PM ET, we’re inviting you to be a part of something special! Hear inspiring pitches from our community as they showcase 12 incredible non-profits. Each audience member will have the chance to vote and help direct up to $25,000 in donations from Brighton Jones. Gather the family and get ready to make an impact! 🙌 🎟️ Register now to secure your spot: https://buff.ly/3YBogNl #GivingGame #GivingSeason #BrightonJones #MakeAnImpact #CommunityNonProfits #Philanthropy #GivingBack #Compassion #LiveARicherLife #CompassionInAction

Brighton Jones is growing and we are looking to add experienced Lead Advisors to join the #oneteam in Seattle! In this pivotal role, you'll lead the client relationship, deliver an exceptional experience, and design, implement and manage the wealth management plan that supports their passions and purpose - their “Life Plan”. Brighton Jones' 100% organic growth is among the fastest in the industry, and we have a proven track record for financial performance, employee retention, and client satisfaction. You won't just manage money, you'll help people Live a Richer Life®. You’ll also collaborate with our centralized client experience, marketing, business development, and operations teams, embodying our culture of service and excellence. 📩 Interested? Learn more and apply here: https://lnkd.in/gRi-mkfq #WealthManagement #LeadAdvisor #CareerOpportunities #JoinOurTeam #BrightonJones Greer Smith Jackie Prideaux, CFP® John Curle, CFP® Keri Kawatachi

Thank you to Brighton Jones for becoming the first partner-level sponsor of Backpack Brigade's Winter Wonderland Gala! With your support, the lucky attendees at this year's gala will enjoy music, dinner, drinks and a high energy live auction in a gorgeous event space, all while raising funds to fill weekend hunger bags for homeless and food insecure kids in King County. The generosity and community spirit of companies like Brighton Jones give Backpack Brigade the support it needs to focus on fundraising and fulfilling its mission to END weekend hunger. If your organization would like to contribute to this important work by becoming an event sponsor, please contact Katrina Anne Cameron at [email protected]. Brighton Jones offers wealth management, retirement planning, and tax advisory services for individuals and families.