The Briggs & Company Story
Discover Our Evolution and Commitment to Your Financial Journey
The Briggs & Company Story
Michael Briggs is the founder and CEO of Briggs & Company Private Wealth Management, a boutique financial advisory firm dedicated to providing bespoke wealth management solutions for high-net-worth individuals and families. With over 25 years of experience in the financial services industry, Michael has established himself as a visionary leader and a trusted advisor.
Michael began his career at a major Wall Street firm, where he honed his skills in portfolio management and investment strategy. Recognizing a growing need for personalized financial services, he founded Briggs & Company with the mission of offering a more client-focused approach to wealth management. His firm specializes in comprehensive financial planning, investment management, estate planning, and tax optimization.
Under Michael’s leadership, Briggs & Company has grown to become a respected name in the industry, known for its commitment to excellence, integrity, and client satisfaction. Michael’s deep understanding of the financial markets, coupled with his ability to anticipate trends and navigate economic challenges, has helped his clients achieve their financial goals and secure their financial futures.
Michael holds a degree in Finance from the Wharton School of the University of Pennsylvania and is a Certified Financial Planner™ (CFP®). He is also a frequent speaker at industry conferences and a contributor to various financial publications.
Outside of his professional life, Michael is actively involved in philanthropy and community service. He serves on the board of several charitable organizations and is passionate about financial literacy education. In his leisure time, Michael enjoys sailing, playing golf, and spending quality time with his family. His dedication to his clients, combined with his expertise and compassionate approach, continues to drive the success of Briggs & Company Private Wealth Management.
Michael Briggs
Our Company Values
The future looks brighter when you’re more prepared. We’ll help you plan for what you expect to achieve in life — and any changes you may encounter along the way.
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
Stewardship
We understand that every person is valuable and should receive the respect and honor they deserve. In this industry, relationships matter. You and your family are our priority, and we’re here to help provide both with a better future.
Service
We’re in the service industry, here to serve you professional guidance to help benefit your future and accomplish your goals. We will always be focused on pursuing business excellence.
Our Beliefs
The integrity of our company is a staple in our business model. We believe the truth is important, and don’t waiver on our beliefs. Being a fiduciary agency means that the services we provide must be ethical and trustworthy, and place a higher value on other people and their needs over our own.
Communication is Important
Building a relationship with our clients means communicating with them. We believe that in order for our business relationship to reach the full potential, we must provide a frequent, timely, truthful & relevant form of communication.
Find Your Definition of True Wealth
Everyone has their own definition of true wealth. For some, it’s that family vacation you’ve always dreamed of. For others, it’s not running out of money in retirement. We help you pinpoint your definition of true wealth, then help you build the legacy you’ve dreamed of.
Selecting the right financial advisor is an important step in your pursuit of true wealth. We build a customized plan for whatever your needs, including individual financial planning and business financial planning.