Kimberly Briggs

WMS
Financial Advisor

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Kim received her accreditation as a Wealth Management Specialist in October 2005. 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.