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Services

Retirement Plan Services

Free your business and employees from hidden fees, risks, and agendas of conventional retirement plans. Brighton Jones Retirement Plan Advisory offers retirement plan consulting, benchmarking of plan service providers, and investment management for participating employees. 

We work with plan sponsors and their investment committees and make plan design recommendations that meet the goals of the company. We partner with a variety of vendors in order to find a solution suited for your business and employees. Provide education for the plan sponsors about their fiduciary requirements and have the ability to act as a 3(38) or 3(21) investment fiduciary depending on your specific needs. Furthermore, as your plan grows, we work with you to proactively lower your plan’s expenses.

Most importantly, we differentiate ourselves with an unparalleled level of participant engagement including proactive on-site and virtual education sessions. The health of your business is directly connected to the health and wellbeing of your workforce and understand financial stress can impact employees’ productivity and their personal lives. So, we provide your employees personalized support to understand their options, make smart choices, and get on the path to financial well being. We offer one-on-one meetings for all employees. For those participants approaching retirement, we invite spouses to join us for a more in-depth personal financial analysis that confirms retirement readiness.

Market Summaries

Market commentary from assest managers and their thoughts regarding how they position their portfolios.

Banking

Investment Checking Accounts, Debit Cards. Investment Checking Accounts, Debit Cards.

Insurance Services

Our team can incorporate risk analysis to help you identify and address insurance gaps, with the goal of building a financial plan that has a high likelihood of success — even in the face of unforeseen challenges.

Everything you have worked for can be at risk without a properly integrated insurance strategy that helps guard against life’s unexpected events. Insurance planning that’s specifically designed around your assets and needs may give you the peace of mind you’re looking for. Our planners help you understand the importance of various types of insurance coverage so you can make the best choices for you.  We can assist with all aspects of protection including: Life Insurance, Long Term Care, Health Insurance, Disability Income Insurance, & Buy-Sell Agreements.

Investing & Risk Management

We are a fiduciary, so when it comes to investment advice, our team always acts in your best interest. Our investment advice is independent and objective, but more than that, it’s personal. It starts by assessing your financial goals. Then, using our proprietary analysis, we will create a personalized portfolio that is uniquely aligned with those goals and with your risk tolerance. This isn’t a one-time event though, it’s the beginning of an ongoing relationship that will continue as you go through each stage of life and your situation and circumstances change.

  1. Modern investment strategies tailored to your goals and needs
  2. Portfolios that are broadly diversified across asset classes and sectors
  3. Systematic and rigorous quantitative analysis backed by deep research
  4. A core belief that everyone deserves to move their financial life forward
  5. Independent, fiduciary investment advice that always puts your best interests first
  6. Wealth management that seeks to balance maximizing returns, structuring for tax-efficiency and mitigating risk

Financial Planning

Financial Plans Tailored to Your Goals allowing you to pursue a happier, healthier, and more fulfilling life by aligning your wealth, passions, and purpose.

 WhiteCliff Wealth Management meets you at the intersection of life and wealth. Acting as your Personal CFO we develop a deep understanding of your future goals and current lifestyle, then builds and implements a personalized plan for you. The plan aligns your wealth with your values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments.