Providing customized services for discerning clients

We understand that you’ve worked hard to have a successful career and build your wealth. And we understand that above your career and finances, your family is of paramount importance.

Briggs Wealth Management provides wealth management solutions for affluent families, business owners, and executives. Through our proven Advisory Process and team work, we can help you achieve your lifestyle objectives, and find solutions to your unique financial challenges.

Due to the comprehensive nature of our practice, our minimum account size is $500,000.

Guiding Principles

Every member of our team adheres to our three guiding principals, A genuine commitment to putting your needs first. Delivering exceptional service by exceeding your expectations. Providing all of our services and advice with unwavering integrity.

Commitment. Service. Integrity.

Briggs Wealth Management offers more than 60 years of combined experience in the financial services industry. Together, we provide our expertise and service to affluent families, business owners and executives. Our highly sophisticated approach to comprehensive wealth management and retirement solutions requires that we adhere to high standards of continuing education and training. We enjoy a working environment that encourages dynamic thinking, proactive communication, and enthusiasm.

What's happening in August? Visit our News and Events page to receive updates about Raymond James, practical investment guidance, and financial planning reminders.

We also invite you to connect with us on our Facebook page and both of our LinkedIn pages.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.