The Kugel Briegs Group
The Kugel Briegs Group has served the retirement planning and wealth management needs of clients for over 25 years. We serve hundreds of families who have entrusted us with assets of approximately $2.7 Billion (as of October 2024).Our group provides the intimacy and personal attention of a small boutique and the global resources of one of the world's largest financial services firms. We are easy to reach and highly responsive when clients need us.Wealth Management isn't merely moving money or chasing temporary gains. It is using wealth to turn goals into reality.As senior partner of the team, David Briegs was ranked #1 in NJ on the 2023 and 2024 Barron’s “Top 1,200 Financial Advisors” List and also #1 in Northern NJ on the 2023 and 2024 Forbes “Best-in-State Wealth Advisors” list.(Barron’s list Published annually in March. Rankings based on data as of September 30 of prior year. Forbes list Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Our purpose, first and foremost, is to understand you.To take the time, to ask hard, smart questions and to listen carefully until it's understood, in great detail, exactly where your wealth stands today. And where you'd like, and need, it to be tomorrow.Then we help you design, implement and review a customized wealth management plan and investment program that helps you and your family to achieve your personal financial goals without undue sacrifice to your lifestyle or unnecessary investment risk.
CFP®, CIMA®, CPFA®, CRPC™
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
