Eric J. Wikstrom
Managing Director Tax Advisory BJ
- Role
- Equity Member Managing Director Tax Advisory at Brighton Jones
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Eric J. Wikstrom
Brighton Jones pioneered the Personal CFO approach 14 years ago and now serves over 700 clients, advising on $2.2 Billion in assets. As your Personal CFO we provide more than investment advice. We partner with you to develop a life plan, then manage your entire balance sheet. Our experts collaborate resulting in a one-team approach, supported by our fee-only compensation structure and our fiduciary standard, our interests are aligned with yours. With no commissions, markups or hidden fees, our only incentive is to do what’s best for you so you can live a richer life. What sets us apart from other wealth managers? Our approach, our expertise, the way we are compensated and the caliber of the people we hire.Specialties: Investments, Taxation, Trusts and Estates, Philanthropy, Risk Management
Experience
Equity Member Managing Director Tax Advisory
Jan 2004 — Present
As an equity member of the firm, I oversee a group of thirteen individuals who bring passion to their work every day and enjoy working closely with our clients to make a positive difference in their lives. As a team, our tax advisory group provide our clients with good solutions to their tax, charitable and estate planning needs. I received a B.A. in Finance & Accounting from Washington State University and earned a J.D. from the University of Kansas School of Law. I am a licensed C.P.A. in both Washington and Oregon, a member of the Kansas Bar and a member in both the Portland and Seattle Estate Planning Councils.
Education
Washington State University - College of Business and Economics
B.A., Accounting and Finance
1989 — 1993
Washington State University
B.A., Accounting and Finance
1989 — 1993
University of Kansas School of Law
Doctor of Law (JD)
1994 — 1997
Skills
- Tax
- Wealth Management Services
- Corporate Tax
- Estate Tax Planning
- Strategic Financial Planning
- Asset Allocation
- Risk Management
- Tax Advisory
- Wealth
- Asset Management
- Retirement Planning
- Tax Research
- Purchase Price Allocation
- Philanthropy
- Wealth Management
- Financial Planners
- Trusts
- Accounting
- Financial Advisory
- Equities
- Financial Planning
- Investments
- High Net Worth Individuals
- Estate Planning
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