Affiliated Firms and Advisors
James G. Couch, Esq.
Glenn S. Logan, CPA
Scott Sanderson, CPA
Bradley Bechok, CPA
Frank T. Sciuto, CPA/PFS, CFP®, MST, MS/MBA
David P. DiSanto, CPA/CFF, MST, PFS
Peter M. Gervais, CPA, CFP®, MST
Briggs Advisory Group offers a different way of approaching the delivery of wealth management services to your tax, accounting or estate planning clients. Briggs Advisory Group partners directly with high-quality CPA and estate planning firms who are committed to excellence in providing holistic wealth management advice and services to their clients. The CPA, estate planning attorney and financial advisor roles are complementary contributors to the overall client experience, and each enhances the value of the client relationship. In our integrated model, the CPA, estate planning attorney and financial advisor are seen as peers with the client service team and work in concert so their respective strengths are equally recognized.
Briggs Advisory Group is led by a CPA and has a dynamic team of financial advisors and Certified Financial Planner™ professionals with Skip Briggs and Christopher Ricci. They understand the core values of CPAs and estate planning attorneys and how professional services firms deeply value their client relationships. Formerly a tax director for a “Big 4” CPA firm and a tax partner for a regional CPA firm, Skip Briggs and his team understand the depth and nature of this relationship and seek to complement the relationship and work fluidly with your firm. Ultimately, Briggs Advisory Group wants to accentuate your relationship with the client, not replace it.
If you are interested in more information on working with us, please contact the following: