Briggs Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Briggs Wealth Management serves individuals (including both high‑net‑worth and non‑HNW clients), as well as pension and profit‑sharing plans, trusts, estates, corporations and other business entities. The firm offers portfolio management (discretionary and non‑discretionary), financial planning and consulting, and supplemental services that include executor services, tax preparation for existing or referred clients, and access to independent money managers.
The firm tailors portfolios primarily with mutual funds, exchange‑traded funds, and individual equity and fixed‑income securities, applying fundamental analysis with a long‑term orientation and an emphasis on tax efficiency and cash management. It may delegate active management of portions of client assets to unaffiliated managers, monitors those relationships, and uses Schwab Institutional for custody and trading support.
Compared with many similarly sized supported advisers, Briggs combines investment advisory work with separate, state‑licensed CPA/tax services and a formal executor‑services offering, both of which are less commonly provided in‑house by comparable firms. The brochure also discloses the firm’s recent use of third‑party money managers, documented client‑imposed trading restrictions, and disclosed account minimums and periodic fee policies as part of its client governance.
Client services
Expertise
Fee options
Financial planning fixed fees typically range from $5,000 to $10,000
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Financial planning and consulting services: $150 to $500 per hour; Executor services: $350 to $500 per hour for professional services and $150 to $250 per hour for support services; Tax preparation services: $250 to $500 per hour
Account minimum: $1,000,000 minimum account size for portfolio management services; no minimum for financial planning services Minimum fee: Minimum quarterly fee of $3,000 (equivalent to $12,000 annually) for portfolio management services Fee-only: Yes, all fees are fee-only; no commissions or other compensation accepted from other sources
Main office
221 Addison Road, Unit 101
Glastonbury CT 06033
Advisors at this office
4
Most active in
Connecticut · Florida · New Hampshire
Also doing business as
Beacon Financial Advisory Group, LLC · Briggs Wealth Management, Inc. · Briggs Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
William R
CFP®, Series 63, Series 66
Glastonbury, CT
Briggs Wealth Management, Inc.
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 B
CFP®, Series 63, Series 65
Glastonbury, CT
Briggs Wealth Management, Inc.
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 C
Series 65
Glastonbury, CT
Briggs Wealth Management, Inc.
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 O
Series 65
Glastonbury, CT
Briggs Wealth Management, Inc.
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.
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