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Senior Financial Planner
KG
Financial Planner & Assistant
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Financial Planner
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Briggs Wealth Management
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
59 Sycamore St Ste 103, Glastonbury, Con...Phone Number
(860) 633-8988Website
www.briggswealthmgmt.comRevenue
<$5 MillionIndustry
About Briggs Wealth Management
Briggs Wealth Management is a CPA-led wealth management firm that focuses on integrating tax and financial planning to create a comprehensive financial picture for clients. They prioritize understanding clients' goals and intentions, building tailored financial plans to help achieve peace of mind about the future. The firm operates under the fiduciary standard, ensuring they always act in the best interests of their clients. They also engage in educational initiatives, such as teaching financial literacy to medical professionals at Connecticut Children's Hospital.Explore more
Briggs Wealth Management Org Chart
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Briggs Wealth Management Tech Stack
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Briggs Wealth Management is a CPA-led wealth management firm that focuses on integrating tax and financial planning to create a comprehensive financial picture for clients. They prioritize understanding clients' goals and intentions, building tailored financial plans to help achieve peace of mind about the future. The firm operates under the fiduci... Read More
