How does the advisor help clients – Key Takeaways:
BRIGGS WEALTH MANAGEMENT, INC. is a leading financial management firm that provides expert advice and services to clients seeking to secure their financial future. With years of experience and a team of highly qualified advisors, the firm is dedicated to helping clients achieve their financial goals through tailored strategies and personalized solutions.
Here are the key takeaways on how BRIGGS WEALTH MANAGEMENT, INC. helps their clients:
- Offers comprehensive financial planning services
- Provides personalized investment strategies
- Advises on wealth management and asset protection
- Empowers clients with financial knowledge and education
- Offers ongoing support and guidance to ensure financial success
Facts and Insights
As an established financial management firm, BRIGGS WEALTH MANAGEMENT, INC. has gained valuable insights and expertise in the industry. Here are some key facts about the firm:
- Founded in 2005
- Has over $500 million in assets under management
- Employs a team of 10 experienced advisors
- Serves a diverse client base including individuals, families, and businesses
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 advisors |
Financial Services Offered
At BRIGGS WEALTH MANAGEMENT, INC., clients can expect a wide range of financial services that are tailored to meet their specific needs and goals. These services include:
- Financial planning and portfolio management
- Investment management and diversification
- Retirement planning and income strategies
- Estate planning and wealth transfer
- Tax planning and management
Client Types
BRIGGS WEALTH MANAGEMENT, INC. serves a diverse client base including the following:
- Individuals and families
- Young professionals and high-net-worth individuals
- Business owners and entrepreneurs
- Retirees and pre-retirees
- Trusts and estates
Fees & Compensation
BRIGGS WEALTH MANAGEMENT, INC. operates as a fee-based advisor, meaning their compensation is based on a percentage of the assets they manage for their clients. This structure ensures that the firm is aligned with their clients’ goals and success, as their income is directly tied to their clients’ performance.
Background
BRIGGS WEALTH MANAGEMENT, INC. was founded by John Briggs, a seasoned financial expert with over 30 years of experience in the industry. With a passion for helping clients achieve financial success and a commitment to providing the highest level of service, John has built a team of top-performing advisors to serve the firm’s growing client base.
Financial Advisor Disclosures to Know
As a registered investment advisor, BRIGGS WEALTH MANAGEMENT, INC. is required to disclose any potential conflicts of interest or disciplinary actions. Clients can rest assured that the firm maintains a clean and transparent record, and adheres to strict ethical standards and regulations.
Overall, BRIGGS WEALTH MANAGEMENT, INC. is a reputable and reliable financial management firm that is dedicated to helping clients achieve their financial goals and secure their future. With a team of expert advisors and a comprehensive range of services, the firm is well-equipped to handle the unique financial needs of any client.