The Briggs Group at Plaza Advisory

The Briggs Group at Plaza Advisory 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.

06/11/2026

An inheritance often comes during an emotional season for families.

Taking time before making large financial decisions can help create greater clarity and reduce reactive decision-making.

Thoughtful planning matters during major life transitions.

For Important disclosures click here:
https://www.stewardpartners.com/Important-Disclosures.35.htm

Receiving an inheritance can create important financial decisions for families. Planning before acting may help create m...
06/10/2026

Receiving an inheritance can create important financial decisions for families.

Planning before acting may help create more clarity around how inherited assets fit into long-term goals and future priorities.

For Important disclosures click here:
https://www.stewardpartners.com/Important-Disclosures.35.htm

06/09/2026

An inheritance can bring both emotional and financial complexity.

While it may create new opportunities, it can also require thoughtful planning and careful decision-making.

Important areas to consider may include:

• Paying down debt
• Long-term investing
• Tax implications
• Family goals
• Charitable giving

Taking time before making major financial decisions can help create better long-term clarity.

For Important disclosures click here:
https://www.stewardpartners.com/Important-Disclosures.35.htm

Healthcare directives and powers of attorney are important parts of an estate plan. They help ensure your wishes are cle...
06/08/2026

Healthcare directives and powers of attorney are important parts of an estate plan.

They help ensure your wishes are clearly documented and understood if others ever need to make decisions on your behalf.

Having these documents in place can help create clarity for the people closest to you.

For Important disclosures click here:
https://www.stewardpartners.com/Important-Disclosures.35.htm

06/05/2026

An estate plan is not something that should necessarily remain unchanged forever.

Life events can create a need to review documents and update decisions.

Common reasons to revisit an estate plan include:

• Retirement
• Marriage or divorce
• Changes in health
• New children or grandchildren
• Significant financial changes

Keeping documents current can help ensure your wishes still align with your family and planning goals.

For Important disclosures click here:
https://www.stewardpartners.com/Important-Disclosures.35.htm

06/04/2026

Powers of attorney and healthcare directives can become critically important during unexpected situations.

These documents help ensure that trusted individuals can step in and make decisions on your behalf if needed.

They are an important part of creating clarity for your family and protecting your wishes.

For Important disclosures click here:
https://www.stewardpartners.com/Important-Disclosures.35.htm

06/03/2026

Estate documents are not only about what happens after you are gone.

They can also help protect your wishes and provide guidance during unexpected life situations.

A complete estate plan may include:

• A will
• Trusts
• Powers of attorney
• Healthcare directives

These documents can help families create clarity around important financial and medical decisions.

If your estate plan has not been reviewed recently, it may be worth revisiting.

For Important disclosures click here:
https://www.stewardpartners.com/Important-Disclosures.35.htm

Why should you have annual family meetings about finances? A great tip from Corey Briggs, from The Briggs Group at Plaza...
06/03/2026

Why should you have annual family meetings about finances? A great tip from Corey Briggs, from The Briggs Group at Plaza Advisory on page 14 of the May 29 edition of Ladue News magazine lists topics to discuss so family members can be organized and on the same page on important issues.

https://ow.ly/EhBq50Z6Neo

Technology stocks, IPO headlines, and higher interest rates have all been major themes in the market recently. While st...
05/28/2026

Technology stocks, IPO headlines, and higher interest rates have all been major themes in the market recently.

While strong market performance can create optimism, rising interest rates continue to influence valuations, borrowing costs, and investment decisions across the economy.

A few themes from this month’s article:

• Technology companies remain a large part of today’s market
• IPO activity often returns during periods of strong investor enthusiasm
• Higher rates are creating different opportunities in both stocks and bonds
• Maintaining balance and long-term discipline remains important

The goal is not to react to every headline, but to stay aligned with a thoughtful long-term plan.

Read the full article here:
https://briggsgroup.stewardpartners.com/files/119361/Portfolio%20Perspectives-%20Tech%20Stocks,%20IPOs,%20and%20Higher%20Interest%20Rates.pdf

Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Representatives of The Briggs Group at Plaza Advisory are registered with and provide securities and/or advisory services through Steward Partners.

For importance disclosures click here:
https://www.stewardpartners.com/Important-Disclosures.35.htm #:~:text=the%20ranking/award.-,The%20investments,-and%20services%20listed

05/08/2026

A well-structured investment plan looks at two things:

How your investments are divided

Where they are held

Both matter.

Reviewing both together can help improve how your plan functions over time.

For Important disclosures click here: https://www.stewardpartners.com/Important-Disclosures.35.htm

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

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