Arete Wealth Management

Brighton Jones is a wealth management firm that aligns your wealth, passions, and purpose so you can pursue your richer life. We call it the Personal CFO approach to wealth management. Your Personal CFO team develops a deep understanding of your future goals and current lifestyle, then builds and implements a personalized plan for you. This 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.

Practifi is a purpose-built CRM designed specifically for wealth management professionals, focusing on enhancing the advisor-client relationship through tailored solutions and innovative features. By leveraging AI and intuitive automation, Practifi empowers financial advisors to capitalize on growth opportunities and deliver personalized client experiences. With a commitment to client success, Practifi offers seamless integrations, robust analytics, and dedicated support to ensure that financial advisory firms can effectively manage their relationships and operational needs. The platform has garnered industry recognition for its intelligent design and user-friendly interface, making it a preferred choice among financial professionals seeking to transform their client interactions. Generated from the website

Wellington Management Company, founded in 1928 and headquartered in Boston, is one of the world's leading independent asset managers, overseeing approximately USD 1 trillion in client assets. With a global presence and a commitment to integrating local knowledge with global expertise, the firm serves a diverse clientele through a collaborative and innovative investment approach. The company emphasizes a unique ownership model that fosters long-term accountability to clients and encourages a culture of intellectual collaboration among its investment professionals. Wellington's capabilities span various asset classes, including fixed income, alternatives, and private investing, allowing them to develop tailored solutions that address the evolving needs of their clients. Generated from the website