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Brighton Jones is a wealth management firm that operates with a unique approach, positioning itself as a "Personal CFO" for its clients. This means they provide comprehensive financial planning and management services, much like a Chief Financial Officer would for a company, but tailored to individuals and families. Their services are designed to help clients align their financial resources with their personal values and life goals.

The company serves a wide range of clients, from those with less than $500,000 in assets to those with more than $10,000,000. Their clientele includes savvy investors, philanthropists, and families looking to instill smart money habits in their children. Brighton Jones operates in the financial advisory and wealth management market, which is a competitive space with a focus on personalized and holistic financial planning.

Brighton Jones' business model revolves around providing tailored financial advice and management services. They make money primarily through fees charged for their advisory services. These fees can be based on a percentage of the assets under management (AUM), fixed fees for specific services, or a combination of both. Their services include investment management, retirement planning, tax strategies, estate planning, and more.

The firm emphasizes a holistic approach, considering not just the financial aspects but also the personal and emotional well-being of their clients. They strive to go beyond traditional fiduciary advice, which means they are legally obligated to act in their clients' best interests. Brighton Jones aims to help clients thrive by offering a comprehensive plan that integrates all aspects of their financial lives.

In summary, Brighton Jones is a wealth management firm that acts as a Personal CFO for its clients, offering a wide range of financial services to help them achieve their life goals. They serve a diverse clientele and operate in the competitive financial advisory market, making money through fees for their personalized and holistic financial planning services.

Keywords: Wealth Management, Personal CFO, Financial Planning, Investment Management, Retirement Planning, Tax Strategies, Estate Planning, Holistic Approach, Fiduciary Advice, Client-Centric.

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