Briggs Advisory Group Joins The BAM ALLIANCE

Lincoln, Rhode Island-based Briggs Advisory Group has partnered with BAM Advisor Services to join The BAM ALLIANCE, a community of more than 130 independent, like-minded advisory firms located throughout the United States.

Founded in 2002, Briggs Advisory Group joined The BAM ALLIANCE in early 2018 and is led by Principal and Wealth Advisor Skip Briggs, CPA/PFS, CFP®. The firm, which also maintains a branch office in Boston, Massachusetts, provides comprehensive, goal-focused financial solutions to individuals, families and businesses. Among other services, the firm offers tax, retirement, estate and investment planning, as well as education funding, insurance and income protection strategies.

Briggs’ team includes Principal and Wealth Advisor Christopher Ricci, CFP®; Office Manager Kim DeAngelis; Relationship Manager Dawn Filliatreault Wood, FPQP™; Relationship Manager Angela Slocum; and Client Service Specialist Candace Furtado.

Briggs Advisory Group manages approximately $290 million in assets (as of July 20, 2018) for more than 300 families. Established in 1997, member firms of The BAM ALLIANCE collectively manage or administer $33.7 billion (as of June 30, 2018).

 

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2018, The BAM ALLIANCE®

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