Brighton Jones
3101 Bee Cave Road, Austin, TX 78746
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
3101 Bee Cave Rd Suite 280, Austin, TX 78746, United States
About the Business
Brighton Jones, located at 3101 Bee Cave Road in Austin, Texas, is a finance and legal institution dedicated to providing personalized wealth management services. With a focus on creating a comprehensive financial plan tailored to meet individual and family needs, Brighton Jones offers expertise in wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, real estate, and financial planning for business owners and multi-generational family wealth.
As a community-minded firm, Brighton Jones is actively involved in philanthropic endeavors, supporting organizations such as Austin Pets Alive, Toastmasters, Kids in a New Groove, and The Trail Foundation. Alejandro Martinez, the Business Development Specialist in the Austin office, works to build the firm's brand in new cities and develop relationships with trusted partners to identify opportunities for clients.
Client testimonials emphasize the personalized and family-oriented approach taken by Brighton Jones, highlighting the firm's commitment to putting clients' best interests first. As an SEC-registered investment adviser, Brighton Jones operates in compliance with regulatory requirements to ensure the highest level of service and integrity for clients.
Reviews
"Matt Mormino, Shelby Clements and Alejandro Martinez instill confidence in our investment strategy that is going to work for us and our future. They're also personable and just fun to work with."
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