Briggs Wealth Managememt

Our Story

At Briggs Wealth Management, we have a long history of providing exceptional financial services to our clients. Founded in the 1980s as a CPA firm, we have evolved over the years to become a leading wealth management firm. Our team of experienced professionals is dedicated to helping individuals and families manage their finances, achieve their financial goals, and secure their financial future.

The Fiduciary Standard

As fiduciaries, we are committed to serving our clients' best interests at all times. We understand the importance of trust and transparency in our relationships with our clients, and we strive to build long-term partnerships based on integrity, expertise, and personalized service.

How We Add Value

Our team of experts is dedicated to helping our clients achieve their financial goals. We take the time to understand each client's unique situation, goals, and concerns, and we develop customized financial plans designed to meet their specific needs. With our expertise in tax preparation and advisory services, we are well-positioned to help our clients navigate complex financial issues and make informed decisions about their investments, retirement, estate planning, insurance, and cash management.

Our Services

Our comprehensive range of services includes:

• Retirement Planning: We help our clients plan for retirement and create a sustainable income stream in retirement.
• Investment Management: Our experienced team of investment professionals manages a range of investment portfolios designed to meet our clients' unique needs and risk tolerance.
• Estate Planning: We help our clients plan for the transfer of their wealth to future generations, minimizing taxes and ensuring the preservation of their legacy.
• Insurance: We offer a range of insurance products and services to help our clients protect their assets and ensure a secure financial future.
• Cash Management: Our expertise in cash management helps our clients make the most of their liquid assets and achieve their financial goals.

Our Experts

Our team of experienced professionals is dedicated to helping our clients achieve their financial goals. With decades of combined experience in financial services, our experts have the knowledge and expertise to provide customized financial planning and investment management services to individuals and families with minimum investable assets of one-million dollars or more.

Our Commitment to Our Clients

At Briggs Wealth Management, we are committed to providing exceptional service and expert guidance to our clients. We take the time to understand each client's unique situation and goals, and we work tirelessly to help them achieve their financial objectives. With our expertise in tax preparation and advisory services, we are well-positioned to help our clients navigate complex financial issues and make informed decisions about their investments, retirement, estate planning, insurance, and cash management.