Briggs Wealth Management: Commitment. Service. Integrity.As professional wealth managers, Briggs Wealth Management of Raymond James is focused on three guiding principles: We are genuinely committed to putting our clients needs first; we deliver exceptional client service by exceeding expectations; and we provide all services and advice with unwavering integrity. Briggs Wealth Management believes that wealth is the ability to fully experience your life. We work with affluent families, business owners, and executives comprehensive financial planning, wealth management, and investment management services. We believe that designing a wealth management plan is part "art" and part "science". First, we help the client identify their passions and goals for the future - the art. Then we help analyze their current and future financial resources and help determine how they can achieve their goals - the science. Our services include: investment management, retirement planning, retirement income solutions, tax planning, survivorship needs, insurance solutions, estate planning, and education funding.Specialties: Wealth Management Solutions, Financial Planning, Investment Management Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC
Listed skills include Wealth Management Services, Estate Planning, Retirement Planning, Small Business Retirement Planning, and 2 others.