Briggs Wealth Management provides wealth management services for affluent families, businesses, and executives. Through our time-tested advisory process and teamwork, we can help clients achieve their lifestyle objectives, and find solutions to unique financial challenges. We adhere to three guiding principles:
1) A genuine commitment to placing clients' needs first.
2) Delivering exceptional client service by exceeding expectations.
3) Providing all advice and services with unwavering integrity. We understand the layers of complexity that accompanies successful people and businesses. We also recognize that life is constantly changing, and therefore, timely adjustments and consistent oversight are essential for a wealth management plan to succeed. Our advisory process provides a framework for decision making and monitoring. The four steps of the process - Understand, Design, Implement, Monitor - is as much of an "art" as it is a "science". By understanding our clients' families, interests, passions and goals (the art), we are able to create a customized wealth management plan using existing resources and tools (the science)
Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.
