Wealth Management Road Map

Our approach includes but is not limited to:

Investment Management

Risk Management

Business Succession

Regardless of where you are in life, Briggs Wealth Management can help create a wealth management plan designed to manage the wealth you have worked so hard to build. We’re here to help you make the most out of your life.


While the customized financial plan we create for each client is unique to them, the orderly way we go about arriving at it is uniform in its structure for a simple reason: It helps ensure that we stay on point. Here are the integral steps we follow.