Briarwood Financial

Briarwood Financial is a wealth management firm in Gig Harbor, WA, located at 2801 Hollycroft St Suite B #1. It holds a rating of 5.00 based on customer reviews. The firm provides integrated financial planning for individuals, families, and business owners by combining wealth management, tax planning and preparation, accounting, bookkeeping, and business consulting into a single coordinated strategy. They serve clients both locally and nationwide through in-person and virtual meetings. The firm operates as a fiduciary, meaning they are legally and ethically committed to putting client interests first in every recommendation and decision. Their approach focuses on aligning investments, taxes, and business decisions so that they work together rather than in isolation. Services are available through both ongoing engagements and project-based planning. The firm's process typically begins with an initial call, followed by a focused discovery meeting to identify opportunities across planning and strategy, and concludes with a customized proposal review. Founded by Benjamin Smith, CFP, the team includes Charles Cutter, a Client Service Associate, and Karalena, the Marketing and Events Coordinator. Investment operations are supported by Jicun, an investment operations specialist, while wealth management interns include Sage, Drake, and Alexa Leahy.

The firm is situated on Hollycroft St Suite B in Gig Harbor, just a tenth of a mile from Cushman Trailhead Park and Mail Plus. It is also near the Shore Acres neighborhood and Olympic Drive.

BizScoreAI gives the firm a Content Quality score of 100 out of 100, which means the website clearly answers customer questions in a way that AI assistants can quote directly. The Technical score is 85 out of 100.