Fort Lauderdale, FL Office

Brighton Jones provides wealth-management and financial planning services to individual, high‑net‑worth, and family‑office clients through multiple operating brands, including its Personal CFO (PCFO) offering for high‑net‑worth clients and OpenPlan for individual financial planning and retirement‑plan advisory. Services described in the brochure include discretionary and non‑discretionary portfolio management, financial planning and consulting, tax preparation, real‑estate consulting, and family office administrative support such as bill‑payment coordination.

The firm describes a whole‑balance‑sheet approach for PCFO clients, with discretionary investment authority used to implement asset allocation and to recommend or allocate assets to unaffiliated independent managers as appropriate; clients may also designate “Excluded Assets” that Brighton Jones will not manage. Brighton Jones recommends and places client assets in a mix of public and private investments, and its advisory activity includes recommending and administering allocations to private funds and pooled vehicles managed by affiliates.

What the brochure highlights as distinctive is the firm’s affiliated ecosystem: a wholly owned subsidiary Lenora Capital that manages private investment funds (including performance‑based carried interest arrangements), Brighton Jones Trust Company, LLC, a South Dakota‑chartered trust company that provides trustee and fiduciary services, and the availability of legal services through 2030 Law for certain clients. The firm also acts in advisory or management roles with pooled and registered investment vehicles (including a private debt and income fund and the BPC REIT/Blueprint manager), arrangements the brochure notes can create conflicts of interest that are disclosed and managed.