Question 1

What is the personal CFO approach to wealth management?

Accepted Answer

The personal CFO approach is a holistic approach where our in-house experts collaborate across your entire balance sheet, including assets and liabilities, to build and implement a personalized plan that aligns your financial resources with your values and big-picture goals.

Question 2

How does Brighton Jones go beyond fiduciary advice?

Accepted Answer

In addition to meeting the highest standards of financial rigor for advisement, Brighton Jones' approach considers more than just your wealth. It's about helping you thrive by aligning your wealth, passions, and purpose so you can pursue your richer life.

Question 3

How are Brighton Jones portfolios customized?

Accepted Answer

Brighton Jones portfolios are customized for each client, and the investment process is grounded in Nobel Prize-winning research in both traditional and behavioral finance.

Question 4

How can I get started with Brighton Jones?

Accepted Answer

To get started, you can reach out to the Brighton Jones team to explore how they can help you align your wealth, passions, and purpose to live a richer life.

Brighton Jones

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About Brighton Jones

Frequently Asked Questions about Brighton Jones

What is the personal CFO approach to wealth management?

How does Brighton Jones go beyond fiduciary advice?

How are Brighton Jones portfolios customized?

How can I get started with Brighton Jones?

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