Brighton Jones Expands Its Wealth Management Services with New Offices in Connecticut and Michigan
In an exciting development for the wealth management industry, Brighton Jones has unveiled plans for significant geographical expansion by launching new offices in Connecticut and Michigan. These new locations are set to enhance the firm’s commitment to aligning clients’ wealth with their personal values and passions, marking a noteworthy step in their journey.
The Connecticut office will be headed by Robert Bennett Jr., a seasoned financial professional and Certified Financial Planner (CFP®). Bennett comes from Round Rock Advisors, where he was instrumental in the creation and execution of financial plans tailored to high-net-worth individuals and families. His previous experience includes working with New York Life Insurance Company, where he initially started his career as an insurance sales agent. His transition to holistic wealth management highlights his dedication to providing comprehensive financial solutions that cater to diverse client needs. In his new role, he aims to integrate Brighton Jones’ established and effective wealth management practices into the Connecticut market, ensuring that local families receive personalized and impactful financial guidance.
Meanwhile, the Michigan office will be led by Michael Kreza, also a CFP®. Kreza brings his vast experience as a former Assistant Vice President and Private Client Advisor for North Coast Asset Management, where he honed his skills in delivering tailored financial strategies. His five years as a Wealth Advisor at Polaris Wealth Advisory Group further solidifies his expertise in catering to the financial planning needs of individuals and families in Detroit and statewide. Kreza’s familiarity with local economic conditions allows him to personalize financial services effectively, facilitating connections with clients based on their unique circumstances and aspirations.
Carley Dillon, General Manager of Personal CFO and Chief Experience Officer at Brighton Jones, expressed enthusiasm about the new additions to the team, remarking, "Bobby and Mike are solid, growth-oriented additions to our team, and their client-first mentality aligns closely with our firm's core values." Brighton Jones continues to emphasize its dedication to aligning clients' investments and financial plans with what truly matters to them, as they expand their influence across the United States.
Mark Jones, Chief Growth Officer at Brighton Jones, also underscored the company’s focus on organic growth, stating, "Our dedication to organic growth and our employee ownership model continue to attract new advisors to our firm". As Brighton Jones continues to grow, they aim to create more opportunities for high-net-worth individuals and families to access exceptional client service, comprehensive investment management, and wealth alignment capabilities.
The new Stamford, Connecticut office is located at 700 Canal Street, 1st Floor, while the Detroit office can be found at 755 W. Big Beaver Road Suite 2020, Troy, MI. These locations signify Brighton Jones' commitment to putting down roots in diverse markets and serving families with personalized and extensive financial advisory services.
As of April 1, 2026, Brighton Jones boasts over 5,500 clients and more than $30 billion in assets under advisement, showcasing its significant impact in the realm of wealth management. By adopting a pioneering Personal CFO approach, the firm partners with clients to navigate their entire financial landscape, aligning resources with personal values and life goals. With a focus on both financial clarity and purposeful direction, Brighton Jones endeavors to empower every client to live a fulfilling and enriched life – a life defined by their values and aspirations.
In conclusion, the expansion into Connecticut and Michigan not only represents a strategic move for Brighton Jones but also serves to enhance their commitment to aligning wealth with meaningful living. Their focus on personalized, value-driven financial planning positions them as a leader in the industry, ready to meet the growing needs of clients in these new markets.
The Connecticut office will be headed by Robert Bennett Jr., a seasoned financial professional and Certified Financial Planner (CFP®). Bennett comes from Round Rock Advisors, where he was instrumental in the creation and execution of financial plans tailored to high-net-worth individuals and families. His previous experience includes working with New York Life Insurance Company, where he initially started his career as an insurance sales agent. His transition to holistic wealth management highlights his dedication to providing comprehensive financial solutions that cater to diverse client needs. In his new role, he aims to integrate Brighton Jones’ established and effective wealth management practices into the Connecticut market, ensuring that local families receive personalized and impactful financial guidance.
Meanwhile, the Michigan office will be led by Michael Kreza, also a CFP®. Kreza brings his vast experience as a former Assistant Vice President and Private Client Advisor for North Coast Asset Management, where he honed his skills in delivering tailored financial strategies. His five years as a Wealth Advisor at Polaris Wealth Advisory Group further solidifies his expertise in catering to the financial planning needs of individuals and families in Detroit and statewide. Kreza’s familiarity with local economic conditions allows him to personalize financial services effectively, facilitating connections with clients based on their unique circumstances and aspirations.
Carley Dillon, General Manager of Personal CFO and Chief Experience Officer at Brighton Jones, expressed enthusiasm about the new additions to the team, remarking, "Bobby and Mike are solid, growth-oriented additions to our team, and their client-first mentality aligns closely with our firm's core values." Brighton Jones continues to emphasize its dedication to aligning clients' investments and financial plans with what truly matters to them, as they expand their influence across the United States.
Mark Jones, Chief Growth Officer at Brighton Jones, also underscored the company’s focus on organic growth, stating, "Our dedication to organic growth and our employee ownership model continue to attract new advisors to our firm". As Brighton Jones continues to grow, they aim to create more opportunities for high-net-worth individuals and families to access exceptional client service, comprehensive investment management, and wealth alignment capabilities.
The new Stamford, Connecticut office is located at 700 Canal Street, 1st Floor, while the Detroit office can be found at 755 W. Big Beaver Road Suite 2020, Troy, MI. These locations signify Brighton Jones' commitment to putting down roots in diverse markets and serving families with personalized and extensive financial advisory services.
As of April 1, 2026, Brighton Jones boasts over 5,500 clients and more than $30 billion in assets under advisement, showcasing its significant impact in the realm of wealth management. By adopting a pioneering Personal CFO approach, the firm partners with clients to navigate their entire financial landscape, aligning resources with personal values and life goals. With a focus on both financial clarity and purposeful direction, Brighton Jones endeavors to empower every client to live a fulfilling and enriched life – a life defined by their values and aspirations.
In conclusion, the expansion into Connecticut and Michigan not only represents a strategic move for Brighton Jones but also serves to enhance their commitment to aligning wealth with meaningful living. Their focus on personalized, value-driven financial planning positions them as a leader in the industry, ready to meet the growing needs of clients in these new markets.
Topics Financial Services & Investing）
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