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.

Twin Falls, Idaho
Seattle, Washington
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Rooted Locally, Serving Clients Nationwide

With offices in Gig Harbor, Washington, and Twin Falls, Idaho, Briarwood Financial is proud to provide personalized wealth management services. No matter where you’re located, our dedicated team is ready to help you build and preserve generational wealth across the country.

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Tailored Strategies for Business Success

Every business is unique, and so are its financial needs. Briarwood Financial offers customized financial planning and advisory services to support your growth and ensure long-term success.

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Optimize Cash Flow

Take control of your finances with strategies that maximize cash flow and ensure your business is ready to tackle new opportunities.

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Plan for Growth

Whether you're expanding operations or launching a new initiative, we’ll help you create a solid financial foundation to achieve your goals.

We offer a wide array of services that help your business

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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

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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

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Retirement Planning Services for Businesses

Investment advisory and fiduciary responsibilities for retirement plan sponsors.Our retirement services team works exclusively with companies and their employer-sponsored retirement plans.

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Accounting and Bookkeeping

For our business clients, we provide services such as bookkeeping, business sales and excise tax compliance, accounting system setup and consulting, and other services customized to each client’s specific needs

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(360) 443-9993

We offer a wide array of services that help you

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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 distributed.

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Financial Planning

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

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Retirement Planning

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

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Investment Management

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

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(360) 443-9993
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The Briarwood Process

Your pursuit of generational wealth begins with a framework for success. No matter your definition of generational wealth, we will be there every step of the way.  Our financial planning process helps us to understand you - your passions, goals needs, and wants.  From there, we develop a personalized financial plan that adapts and changes as you progress through life.

our mission

To help you to achieve your goals

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.

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Services For Businesses

We offer a wide array of services that help your business

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our services

Services For Individuals & Families

Expert  solutions for individuals and families

The Briarwood Financial team
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Meet the Team

Learn more about the Briarwood team that shows up every day dedicated to delivering life-changing results for our clients.

Position your business for growth with us.

Provide Creative Services For Your Business Growth

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