What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

The Briggs Group at Plaza Advisory

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St. Louis, MO
The Briggs Group at Plaza Advisory

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A multi-generational advisory firm serving you
and your family now and through the future

We’re a family firm built to serve high-net-worth clients with a multigenerational outlook. Our focus lies in providing services tailored specifically for managing entire family relationships, educating the younger generation, facilitating the transfer of wealth, and coordinating discussions between all family advisors to help the wealth last for generations.

11/03/2026

Some financial conversations are difficult to begin. This one can give both partners a chance to ask questions, share their wishes, and understand where important information lives.

You do not need every answer before you start talking.

Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.

For important disclosure information, please visit: https://www.stewardpartnersis.com/Disclosures.10.htm

11/03/2026

It’s Election Day. If you’re eligible to vote, take a moment to make your voice heard.

11/02/2026

A surviving spouse may still have several sources of income, even when their tax filing status changes. In some cases, that shift can affect Medicare premiums too.

Ally explains why it helps to look at these pieces together.

Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.

For important disclosure information, please visit: https://www.stewardpartnersis.com/Disclosures.10.htm

10/31/2026

Happy Halloween! We hope your day brings plenty of fun, good company, and perhaps a few favorite treats.

10/30/2026

A shared retirement plan should make sense to both partners—and consider how it would work for either one on their own.

It is a conversation worth having together.

Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.

For important disclosure information, please visit: https://www.stewardpartnersis.com/Disclosures.10.htm

10/28/2026

Couples often plan for retirement together, but may overlook how taxes could change for a surviving spouse.

Ally explains one reason to discuss that possibility while both partners can participate.

Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.

For important disclosure information, please visit: https://www.stewardpartnersis.com/Disclosures.10.htm

10/26/2026

It can be difficult to talk about life after the loss of a spouse. Having the conversation together can help both partners understand the plan.

Ally Berra discusses how taxes, Social Security, and household income may change for a surviving spouse.

Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.

For important disclosure information, please visit: https://www.stewardpartnersis.com/Disclosures.10.htm

10/22/2026

Financial planning is rarely about finding perfect answers.

More often, it's about understanding tradeoffs.

Different decisions create different opportunities.

Different opportunities create different risks.

The objective isn't eliminating uncertainty.

It's understanding how those risks fit within your broader plan.

What tradeoff have you had to make recently in pursuit of a larger goal?

Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.

For important disclosure information, please visit:

https://www.stewardpartnersis.com/Disclosures.10.htm

10/20/2026

One of the most overlooked aspects of financial planning is that risks often compete with one another.

For example:

Trying to avoid market volatility may increase inflation risk.

Avoiding change may reduce future flexibility.

Many planning decisions involve balancing risks rather than eliminating them altogether.

Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC.

For important disclosure information, please visit:

https://www.stewardpartnersis.com/Disclosures.10.htm

10/19/2026

Estate planning begins with thinking about the people who matter to you and the wishes you want them to understand.

During National Estate Planning Awareness Week, consider whether it’s time to revisit those conversations with your loved ones and professional advisors.

Address

101 South Hanley Road, Suite 1350
St. Louis, MO
63105

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

(314) 726-0600

Website

https://briggsgroup.stewardpartners.com/

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