What to Expect
Our Process
With over 40 years of experience working with successful families, we’ve come to know that every family is unique. We are well acquainted with the obstacles that can arise, valuable opportunities that are available, and specific financial values built within each family.
Our process is designed to help ensure you understand the why behind every decision made. We start by diving into planning so that we can understand your goals, needs, and every facet of your financial world. Then, we make customized recommendations based on your unique situation and shift into investment management.
We make it a priority to educate the next generation on your family’s values, money management, and goals to ensure a strong legacy is built.
Planning on Your Own
Partnering with
the Briggs Team
Our Commitment
- Helping the complexities of our clients’ success.
- Coordination with all your wealth professionals
- Family Meetings
- Act in a Fiduciary capacity when acting in our Investment Advisory Representative role
- Proactive on-going planning
- 24-hour response time
- Always be there for your family