A breadth of services to serve a variety of needs

Wealth management is the process of carefully tailoring a plan to help you reach your lifestyle goals. A successful plan blends your unique needs with the proper financial resources for an optimal outcome.

Briggs Wealth Management is dedicated to an Advisory Process that provides a framework for decision making and monitoring. Each step in the process involves interaction between you, our team, and other professionals if needed.

We offer an array of services and investments which are customized to create your unique wealth management plan.

  • Advisory Process
  • Wealth Management Road Map
  • Services