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Offices

Menlo Park, CA
Virtual

Types

Wealth Manager

Specializations

Equity Recipients
Holistic Financial Planning
Investment Planning & Management
Tax Planning
Wealth Management
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Brighton Jones

Financial Advisor / Planner, Wealth Manager, Law Firm and Accounting Firm specializing in Special Needs, Advice-Only, Controllership, Equity Recipients and College Planning

Brighton Jones provides Personal CFO advisory services to individuals and families. Our mission is to help clients Live a Richer Life, which goes beyond simply managing investments. Through our integrated planning process, we take the time to deeply understand your goals and your life, allowing us to provide advice that spans your entire balance sheet and income statement—just as a chief financial officer would for a company.

About Zach Smith

Zach Smith is a Personal CFO and advisor at Brighton Jones, where he helps individuals and families align their wealth with what matters most to them. He partners with clients to simplify financial decisions and navigate life transitions with confidence. With the resources of Brighton Jones behind him, Zach is able to support clients facing complex situations, including nuanced tax and equity compensation matters. His approach centers on building deep, long-term relationships and delivering advice that goes beyond investments, empowering clients to live a richer life.

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Zach Smith
(650) 618 3401
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Fees
Fees are subject to change. Contact this advisor for their most up to date fees.
Team Members

Zach Smith

Lead Advisor and Partner

CFP®

Brighton Jones

Equity Recipients
Holistic Financial Planning
Investment Planning & Management
Tax Planning
Wealth Management

Brighton Jones provides Personal CFO advisory services to individuals and families. Our mission is to help clients Live a Richer Life, which goes beyond simply managing investments. Through our integrated planning process, we take the time to deeply understand your goals and your life, allowing us to provide advice that spans your entire balance sheet and income statement—just as a chief financial officer would for a company.

Wealth Manager
Partnerships

Want to work together?

We partner with wealth advisors and financial planners to offer clients a streamlined, cost-effective, and enjoyable tax experience. See how Fifteenth can integrate with your offering and give your clients the gift of visibility.

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