At The Briggs Wealth Management Group, we serve hardworking individuals and families who’ve been “successful savers.” While diverse in their achievements, clients have chosen to live sensibly, not extravagantly.  

Who do we serve?

Generations of loyal client families in the Chicago area and 18 states. Working closely with both spouses whenever possible, we prefer frequent conversations and face-to-face meetings (at clients’ kitchen tables, offices, by WebEx, or however it’s most convenient for them).

What do we believe?

• The depth and breadth of our multi-generational planning and tax minimization strategies distinguishes our practice and the enduring benefits clients can enjoy.

• Given that our clients’ life experiences and attitudes toward wealth are clearly their own, we don’t make assumptions. Instead, we make time to understand their mindsets and motivations. We also believe that clients should be able to understand the strategies we’ve designed and their role in following them.

• As active listeners, we learn about clients by asking questions – not just in initial discussions, but over the course of each relationship, “What is your vision of a meaningful life? What has worked well and what you do you hope worked better? Who are you responsible for – a child, an elderly parent, your employees? Why have you come to us – and why now?”

• In addition to clients’ goals, it’s important that we look for “holes” in their financial picture – areas that may need further examination – trust documents, liabilities and insurance, for example.

• There are simply no “do-overs” for retired clients or those nearing retirement. Accordingly, we manage clients’ portfolios like we would our own – focusing on realistic goals rather than outperforming the markets.

• Coordinating our efforts with clients’ other trusted advisors can optimize results. That’s why ask for the names of clients’ CPAs and attorneys, to align our tax minimization and estate planning strategies.
• Optimizing both sides of clients’ balance sheets can brighten their financial pictures, lifestyles and outlooks. We offer ready access to Bank of America, N.A. for residential, securities-based and other customized lending solutions.

What makes us proud?

• We have managed our clients’ money and emotions amid the volatility of 2000, 2008, 2020 and 2022. Virtually all of those clients remain with us today. We believe that’s due in large part to our focus on mitigating investment risk and tax consequences.

• Our clients are good people and care about others. They want to leave money to their children and communities. It’s just not in their DNA to spend it all.

• It’s a joy to celebrate with clients when they achieve milestones we helped make possible – a rewarding retirement lifestyle, a child’s graduation, or the purchase of a vacation home.