Honest, reliable and responsive wealth management company.
January 2023
I highly recommend Brighton Jones. My team is responsive and reliable, and provide individualized service. I greatly appreciate their integration of financial planning services with tax advisory and estate planning services. No complaints!
Our San Francisco office has served as a hub for our California-based clients for more than a decade. Whether it is delivering sensitive estate documents in the East Bay or heading north for a regular review meeting in Marin County, our team is ready and willing to reach clients where they are. We also work with clients in Silicon Valley and further down the Peninsula. You can find us in the Financial District, just a short walk from Union Square.