Creating and Preserving Generational Wealth

Generational wealth is more than an estate. It’s leaving your legacy. It’s making sure your heirs have the freedom of opportunity. It’s focusing on what matters most.

How Briarwood Can Help

Briarwood’s mission is to help you achieve your goals, whether you’re just starting to build wealth, preparing for retirement, or ready to leave your legacy.

Protect What’s Important

Plan for the Road Ahead

Build Wealth and Pursue Goals

Prosper in Retirement

Leave a Lasting Legacy

Navigate Business Complexities

“Our vision is one where the world gets better with each generation.”

— Benjamin Smith, Founder and CEO

 What We Do

  • Business Planning & Consulting

    Briarwood offers a comprehensive planning process for owners of closely held businesses that includes services like tax planning, cash flow management and crafting a company business plan

  • Investment Management

    Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

  • Tax Preparation & Planning

    Our financial planning team can work directly with your Accountant to review your recent tax returns and identify potential savings or resurrecting opportunities, giving you proactive ideas to save money in the future

  • Financial Planning

    Our team of financial advisors will evaluate your current financial situation and create a plan to direct you towards financial freedom

  • Retirement Planning

    We guide our clients to and through retirement, making sure they are taken care of int heir golden years.

  • Estate Planning

    Our estate planning team helps you to create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distrubuted.

Have peace of mind knowing your money stays with established institutions you can trust:

Are you ready to build a legacy?

Request an Appointment

In 30 minutes, we can get a brief overview of your goals and needs, then connect you with a financial planner committed to helping you pursue generational wealth.

(360) 443-9993