William Rodriguez is a CFP® with 14 years of industry experience. He has worked at Briggs Wealth Management, Inc. since 2019 and previously held positions at New England Capital Planners, LPL Financial, Key Bank, and Morgan Stanley. Outside of advisory work, he is the managing member and tax preparer for Willow Tax Prep LLC, providing individual and business tax preparation services. Briggs Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers portfolio management, financial planning, and supplemental services such as executor services and tax preparation, focusing on tax efficiency and long-term fundamental analysis.

Mark Briggs is a CFP® with 26 years of experience in financial advisory, currently serving at Briggs Wealth Management, Inc. in Glastonbury, CT, where he has worked since 2000. His credentials also include Series 63 and Series 65 licenses. Briggs Wealth Management serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm provides portfolio management, financial planning, and supplemental services such as executor and tax preparation services, emphasizing a long-term investment approach with a focus on tax efficiency and cash management.

Benjamin Carlson is a financial advisor at Briggs Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Briggs Wealth Management, he worked at several firms including JB Capital, JN Financial, Johnson Brunetti, and Brok Advisors. Carlson is also involved in the sale of life insurance and fixed annuities through an affiliated insurance company. Briggs Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, and supplementary services such as executor services and tax preparation, using a fundamental analysis approach focused on tax efficiency and cash management.

Ryan Orr is a financial advisor at Briggs Wealth Management, Inc. in Glastonbury, CT. He holds a Series 65 designation and has been working in the industry since 2026. Prior to joining Briggs Wealth Management, he held various roles including positions at Bentley University, General Dynamics Electric Boat, and Ram Island Yacht Club. Briggs Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, and supplemental services such as executor services and tax preparation, using a long-term investment approach with an emphasis on tax efficiency and cash management.