Dennis obtained his CERTIFIED FINANCIAL PLANNER™ certification in June 1999. As professional wealth managers, Briggs Wealth Management provides affluent families, business owners, and executives comprehensive wealth management, financial planning, and investment management services. Taking into consideration the client’s current and long term goals, as well as risk tolerance, we partner with the client to help manage their wealth. Our wealth management services include: investment management, retirement planning, retirement income solutions, tax planning, survivorship needs, insurance solutions, estate planning, and education planning. Our services are focused on three guiding principles: We are committed to placing out clients' needs first; to providing exceptional client service; and to offering all of our advice and services with unwavering integrity.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.