Inside Wealth Management: Kory Leadon's Approach
In this episode of Valley Investors, Nathan Erickson interviews Kory Leadon, CFP, senior lead advisor at Brighton Jones. Kory shares his journey from growing up in Yakima, Washington, to his long tenure at Brighton Jones. He discusses the firm's...
In this episode of Valley Investors, Nathan Erickson interviews Kory Leadon, CFP, senior lead advisor at Brighton Jones. Kory shares his journey from growing up in Yakima, Washington, to his long tenure at Brighton Jones. He discusses the firm's unique approach to wealth management, the importance of tax planning, and how they integrate personal CFO services for their clients. Kory also delves into his community involvement and the personal philosophy that drives his commitment to helping others. Tune in to learn about investment strategies, the role of a personal CFO, and the vibrant community life in Phoenix.
Key Discussions in This Episode:
[00:00:58] Kory Leadon's background and education
[00:03:41] Founding and growth of Brighton Jones
[00:06:10] Opening the Scottsdale office
[00:07:18] Investment philosophy and approach
[00:09:24] Cash needs and risk management strategies
[00:12:24] Tax-aware investing
[00:14:32] Changes in investment strategies over the years
[00:19:09] Private equity and private credit investments
[00:22:41] Comprehensive financial services beyond investment
[00:24:32] Future outlook and managing client expectations
[00:27:15] Community involvement and charitable activities
[00:33:12] Life and community in Phoenix
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