Stamford, CT Office

Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services including its Personal Chief Financial Officer (PCFO) program, family office services, OpenPlan individual financial planning and retirement plan advisory, discretionary investment management, tax preparation, real estate consulting, and access to private investment opportunities.

The firm takes a balance-sheet, holistic approach to client advice, offering both discretionary and non-discretionary management, continuous monitoring through client portals (e.g., RightCapital and ByAllAccounts), and the use of independent managers for portions of client assets. Brighton Jones also recommends and manages private and affiliated vehicles via its Lenora Capital subsidiary (including a registered Private Debt and Income Fund) and provides ERISA/IRC fiduciary advice for retirement accounts.

Noteworthy features include the availability of legal services from supervised persons through 2030 Law for eligible clients (provided under separate engagement terms) and estate-document resources via Wealth, Inc., alongside in-house tax preparation and a Brighton Jones Charitable Giving Fund. The firm’s ownership of affiliated investment managers (Lenora Capital and Blueprint/ BPC REIT), its participation in the Fidelity Wealth Advisor Solutions program, and disclosed “Additional Benefits” (approximately $30,000 from Fidelity in 2025) are specific structural elements that the brochure identifies as creating potential conflicts of interest that the firm discloses and seeks to manage.