Advisory Process

Our five step process is as much of an art as it is a science.



You have unique interests, passions, and goals. Briggs Wealth Management is committed to learning about you, and what is important to you and your family. Developing a clear understanding of your family, interests, and passions enables us to create customized wealth management solutions to help you realize your lifestyle goals


You’ve worked hard to earn and build your wealth. Briggs Wealth Management uses specific tools to analyze your family needs, current financial situation, investment experience, risk tolerance, and time horizon.


Designadvisory process

Goal Planning & Monitoring* is an innovative and collaborative planning tool to help you to create a realistic plan designed to meet your specific goals.


It is important that your plan be implemented efficiently. Once you approve your customized plan, Briggs Wealth Management will execute it in a timely manner, and keep you informed throughout the process.


Because your family, your goals, and your financial situation continually change throughout your lifetime, Briggs Wealth Management will review your customized plan and suggest revisions as needed. Keys to this step are your involvement and regular communications.

*The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.