Like a puzzle, your tax and financial planning should fit together to create a complete picture of your financial situation. Rather than focus solely on numbers and return on investment, we focus on what you want to accomplish with your assets and help you pursue peace of mind about the future. We get to know you, your goals, and your intentions and build financial plans to help you get there.
Currently teaching financial literacy to doctors and residents at the Connecticut Children's hospital.
Currently teaching financial literacy to doctors and residents at the Connecticut Children's hospital.
Services
Back in the 1980s, we started out as a CPA firm providing tax preparation and advice to various clients. In the 1990's, our clients started requesting advice and second opinions about their investments and other financial concerns. Briggs Wealth Management was created to service this need.
We have built our career around strategic accounting and business advisory services and expanded into the wealth management industry to better serve our clients.Choosing a financial advisor who is also a CPA can simplify the financial planning process. We prepare many of our client's tax returns. We already possess much of the information pertaining to our clients' tax situations, therefore, streamlining the tax process.
We have built our career around strategic accounting and business advisory services and expanded into the wealth management industry to better serve our clients.Choosing a financial advisor who is also a CPA can simplify the financial planning process. We prepare many of our client's tax returns. We already possess much of the information pertaining to our clients' tax situations, therefore, streamlining the tax process.
Our decades of tax planning experience lend themselves perfectly to our wealth management services. Together, we are able to offer more comprehensive strategies that better suit your needs. We're here to help simplify the complex and provide independent financial advice that you can trust. Contact us today to get started.
Not all financial advisors are created equal. In today's financial world, it can be hard to know who is actually looking out for your best interests. How do you sort through all the noise and find reliable information you can trust? A fiduciary is legally obligated to act in their clients' best interests and only provide recommendations suited for them.
We work well with clients who share some of our same values and are looking for a financial professional that will be more than an advisor. Our relationships with clients are what drive us to do our best work every day. Our decades of experience allow us to think strategically about both tax and wealth management.
As a wealth management firm, we approach each and every client differently and create a financial plan that's right for you. To do this, we utilize a detailed process to get to know you and your goals. Before we make any recommendations, we get to know you and your goals and establish your priorities.
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