Briggs Wealth Management, Inc.

Briggs Wealth Management serves individuals (including both high‑net‑worth and non‑HNW clients), as well as pension and profit‑sharing plans, trusts, estates, corporations and other business entities. The firm offers portfolio management (discretionary and non‑discretionary), financial planning and consulting, and supplemental services that include executor services, tax preparation for existing or referred clients, and access to independent money managers.

The firm tailors portfolios primarily with mutual funds, exchange‑traded funds, and individual equity and fixed‑income securities, applying fundamental analysis with a long‑term orientation and an emphasis on tax efficiency and cash management. It may delegate active management of portions of client assets to unaffiliated managers, monitors those relationships, and uses Schwab Institutional for custody and trading support.

Compared with many similarly sized supported advisers, Briggs combines investment advisory work with separate, state‑licensed CPA/tax services and a formal executor‑services offering, both of which are less commonly provided in‑house by comparable firms. The brochure also discloses the firm’s recent use of third‑party money managers, documented client‑imposed trading restrictions, and disclosed account minimums and periodic fee policies as part of its client governance.