FiduciaryCFPCPA/PFS

    Mark Briggs

    Financial Advisor

    Briggs Wealth Management, Inc.
    Glastonbury, Connecticut29 years experienceNo minimum minimum

    About Mark

    Mark began his career in 1983 working for a local CPA firm. In 1991 Mark opened his own tax and financial consulting practice. In 2004 the name of the firm changed to Briggs Wealth Management, LLC in order to better reflect the breadth of services. Mark specializes in retirement planning (both pre & post), transfer of wealth issues, investment portfolio analysis, and tax reduction strategies.

    Areas of focus

    Tax Planning

    Credentials & background

    Designations

    CFPCPA/PFS

    Licenses

    Series 63Series 65Series 24Series 7Series 6

    Clients served

    High Net Worth Individuals

    Registered in

    Connecticut

    The firm

    Briggs Wealth Management, Inc.221 Addison Rd Ste 101, Glastonbury, CT 06033