Financial Advisors
Gig Harbor, WA
Briarwood Financial is a wealth management firm serving clients nationwide from offices in Gig Harbor, Washington and Twin Falls, Idaho. They specialize in creating and preserving generational wealth through comprehensive financial planning, investment management, estate planning, and retirement planning for both individuals and businesses. For business owners, they offer accounting, bookkeeping, tax planning, cash flow management, and retirement plan advisory services designed to optimize growth and ensure long-term success.
Ideal for: Business owners seeking tax and accounting support, high-net-worth individuals focused on generational wealth, families planning estates, pre-retirees and retirees
Service area: Gig Harbor, Washington, and nationwide
Dual Focus: Individual & Business Services: Briarwood serves both individual families seeking generational wealth and business owners needing tax planning, accounting, and retirement plan administration — offering integrated solutions across personal and business finances.
Generational Wealth Expertise: Their specialized focus on creating and preserving legacies includes comprehensive estate planning, investment management, and multi-generational financial strategy tailored to each client's unique definition of success.
Free Initial Assessment: Clients can start with a no-cost assessment to evaluate their current financial situation and explore personalized planning options before committing to services.
Address: 2801 Hollycroft St Suite B #1, Gig Harbor, WA 98335
Phone: (360) 443-9993
Website: briarwoodfinancial.com
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