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Briggs Wealth Management, Inc.

Headquartered in GLASTONBURY, CT

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Firm Information

Briggs Wealth Management, Inc. is a registered investment advisor located in Glastonbury, CT. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also offer consulting and tax preparation services. Briggs Wealth Management, Inc. has approximately $258,725,939 in regulatory assets under management.

Briggs Wealth Management, Inc.

59 SYCAMORE STREET

GLASTONBURY, CT 06033

$258.73M

Assets Under Management

6

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting; tax preparation

Consulting; tax preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BRIGGS WEALTH MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

Glastonbury, CT

Advisors at Briggs Wealth Management, Inc.

View All 2 Advisors
Unclaimed
Mark Vincent Briggs

CFP®, RA

GLASTONBURY, CT

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Unclaimed
William Naldo Rodriguez

RA

Glastonbury, CT

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Disclosures

There are no public disclosures for Briggs Wealth Management, Inc..

Frequently Asked Questions (8)

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