“The Portland expansion is exciting for us, but not unprecedented,” said Jon Jones, CEO. “As in Scottsdale or D.C., there comes a time when it just makes sense to formalize our presence and have our team in close proximity to the clients they’re serving.
Seattle, WA (PRWEB) May 14, 2013
Brighton Jones, a Seattle-based wealth management company with offices in San Francisco, Scottsdale, and Washington D.C., has acquired Portland-based tax advisory firm, Jansa Consulting LLC, and has opened a new office in Portland.
Jansa Consulting was formed in 2004 by Mark Jansa, CPA , CFP®, JD, LLM, and specialized in tax consulting and financial planning for high net worth individuals. Mr. Jansa will join the existing Brighton Jones Tax Advisory Group (TAG). TAG provides comprehensive tax planning and compliance services for individuals and families, including filing and preparation, as well as long-term strategies for estate planning and wealth transfer. The company has also hired Mark Bernazzani, CFP®, CPA as a Lead Advisor to head up its wealth management services in Portland.
“The Portland expansion is exciting for us, but not unprecedented,” said Jon Jones, CEO of Brighton Jones. “As in Scottsdale or D.C., there comes a time when it just makes sense to formalize our presence and have our people in close proximity to the clients they’re serving. What’s new here is the alliance with Jansa Consulting. Mark has built a tax advisory practice based on a similar service philosophy to ours, so I’m excited to have him join our team and help lead this new office.”
The expansion provides clients in the Portland area with a more direct link to the firm’s array of wealth management and tax planning services, and creates a base of operations to support the firm’s growth within the market.
About Brighton Jones, LLC
Brighton Jones provides personalized, comprehensive wealth management and tax compliance services to individuals and families with substantial assets. The company pioneered the Personal CFO approach and is recognized by Forbes and Barron’s as one of the Top-50 independent advisory companies in the U.S. The company delivers to its clients objective, highly customized strategic advice in the areas of investments, estates, tax planning, cash management, and overall life planning. Since its founding in 1999, the company has grown to more than $3 billion in assets under advisement and represents 800+ clients in 39 states and the District of Columbia. Offices are located in Seattle, San Francisco, Scottsdale, Washington, D.C., and Portland.