About this episode

Carley Dillon discusses Brighton Jones' integrated wealth management approach and its plans for nationwide expansion.

Carley Dillon of Brighton Jones shares how the firm’s “Personal CFO” approach goes beyond investments to deliver integrated wealth management across clients’ entire balance sheets. She discusses the firm’s nationwide expansion plans, business lines including women’s wealth and family office services, and how Brighton Jones is preparing for the $124 trillion great wealth transfer.

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