The wealth management firm said the expansion has been driven by new client acquisition, not through the acquisition of competitor firms.
Brighton Jones co-CEO Jon Jones said that the company has always served clients from coast to coast from its Seattle headquarters, but as demand grows in specific regions, it’s important for the company to have a physical presence. A local office and staff allows the firm to be even more responsive to its clients and honor the commitment to being involved with those communities where it does business.
Brighton Jones co-CEO Charles Brighton said that the company looked at acquisitions as a means to growth in regions where it didn’t yet have a strong presence.
"What we’ve discovered is that our company culture, including our business model and overarching philosophy, is still unique. Conflicts of interest, profiteering at a client’s expense and other, what I would call "old-school" attitudes, are still fairly pervasive."
Brighton Jones provides personalized, comprehensive wealth management services to individuals and families. The firm serves as a personal CFO for its clients with customized strategic advice in the areas of investments, estates, tax planning, cash management, and overall life planning.
