It’s about helping people navigate the complexities that come with having it. For us, that boils down to understanding in detail the values, goals, and personal circumstances of each of our clients.
We knew from the beginning that there was a better way, and we set out to build a firm that set a new standard for wealth management. Instead of focusing on one narrow slice, such as investments, we took a broader approach, one in which a team collaborates across a client’s entire balance sheet. From investments to long-term strategy to tax and estate planning, our clients have access to the expertise they need when they need it.
Our team shares the same philosophy and goals in serving our clients—and working together in the same office improves the quality of our process and the recommendations that we make. Planning decisions don’t get made in a vacuum, the strategy is understandable, and the ongoing execution is handled in a way that ensures nothing falls through the cracks. In the end, the entire client experience is elevated.
Whether we’re volunteering as a group cooking and serving meals at the local teen center or contributing to a fundraising campaign, we typically focus on one charitable community event each quarter. We support many local and national charities, including the Moyer Foundation, United Way, and Habitat for Humanity.
In addition to the time, money and energy we devote as a firm, our individual team members are active with a host of organizations on their own. Our employee-matching program supports these efforts and everyone gets one personal volunteer day per year to use as they wish.
Brighton Jones supports charitable organizations with gifts of time, talent and treasure in the communities where we do business. We are committed to charitable opportunities; allowing Brighton Jones to give back as a firm, expanding our outreach and inspiring others to be charitably inclined.
One key to the culture we’re building is to create opportunities to connect with each other beyond the rhythms of the workday. We have a full calendar of company-wide retreats, parties, volunteer outings and other events where we get to share our broader interests and passions.
We’ve found that as the firm has grown, it’s more important than ever to find ways to share openly all the news and various goings-on—from relevant financials to team member promotions to birthdays. Not only does it make work more fun and deepen our relationships, but we think it spills over into how our clients experience the firm. Working with a team of people who genuinely care about and enjoy each other’s company is a heck of a lot better than the alternative.
You can click through our photo gallery or Facebook pages to get a better sense of what we’re up to.
We’re kidding—sort of. But the fact is we’re proud of our team and the way they consistently deliver on the promises we make to our clients, colleagues and community members—helping them live a richer life.