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.

Investment portfolios are tools.The purpose of a portfolio is not simply to exist independently.Its role is often to sup...
09/08/2026

Investment portfolios are tools.

The purpose of a portfolio is not simply to exist independently.

Its role is often to support larger objectives such as:

• Retirement
• Income planning
• Family goals
• Long-term flexibility

The plan should guide the portfolio—not the other way around.

Education is often the first step toward better decisions.

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

09/07/2026

Many portfolio discussions begin with investment allocations.

A more useful starting point may be the financial plan itself.

Questions such as:

• What is the portfolio designed to accomplish?
• How much risk is appropriate?
• What income needs exist?
• What timeline is involved?

can help provide context for portfolio decisions.

Planning often creates the framework that guides allocation decisions.

Every situation is different, and we’re happy to discuss.

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

The traditional 60/40 portfolio was developed as a framework designed to balance growth and stability.Over time, however...
09/04/2026

The traditional 60/40 portfolio was developed as a framework designed to balance growth and stability.

Over time, however, investor needs have become increasingly diverse.

A portfolio designed for one objective may not be appropriate for another.

That's why allocation decisions are often most effective when viewed through the context of a broader financial plan.

Financial awareness starts with asking good questions.

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

We’re pleased to share that Andrew Briggs, CFA®, CPWA®, was recently featured in Barron’s Advisor!In “The Bond Market Is...
09/04/2026

We’re pleased to share that Andrew Briggs, CFA®, CPWA®, was recently featured in Barron’s Advisor!

In “The Bond Market Is Changing Fast. Investors Need a New Playbook,” Andrew shares his perspective on today’s changing bond market and how a higher-rate, more inflationary environment may affect the role fixed income plays within a diversified portfolio.

Thank you to Karishma Vanjani and Barron’s Advisor for including Andrew’s insights in this timely discussion.

Read the article:
https://www.barrons.com/articles/bond-market-changing-investors-new-playbook-c278240d

’s Advisor
Vanjani

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

09/03/2026

The traditional 60/40 portfolio was developed as a framework designed to balance growth and stability.

Over time, however, investor needs have become increasingly diverse.

A portfolio designed for one objective may not be appropriate for another.

That’s why allocation decisions are often most effective when viewed through the context of a broader financial plan.

Financial awareness starts with asking good questions.

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

09/02/2026

The traditional 60/40 portfolio has been a familiar framework for decades. But is it the right fit for every investor?

The answer depends on factors such as goals, timeline, income needs, risk tolerance, and the broader financial plan.

A portfolio should support the plan it is designed to serve.

In this video, Andrew Briggs discusses how planning can help guide portfolio construction.

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

08/21/2026

Trump Accounts vs. 529 vs. UTMA – Which is best for your family? Parents and grandparents have many options when deciding how to save for the next generation's future. Plaza's wealth managers Wh**ey Holt and Corey Briggs shared with Ladue News readers what to consider when making these important decisions. If you have questions - we're happy to help. Read the full article on page 14 of today's Ladue News magazine, or at this link: https://ow.ly/FHQ950ZCqFs

One of the most valuable outcomes of financial planning is flexibility. Flexibility can create choices. Choices can crea...
08/20/2026

One of the most valuable outcomes of financial planning is flexibility.

Flexibility can create choices.

Choices can create opportunities.

When circumstances change unexpectedly, having options may be just as valuable as having a plan.

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

08/18/2026

When we see someone take advantage of an opportunity, it's easy to focus on the moment itself.

But often that moment was built on years of preparation.

Examples may include:

• Consistent saving

• Maintaining an emergency fund

• Reducing debt

• Staying disciplined with investments

• Building financial flexibility

Preparation doesn't guarantee outcomes.

It can, however, create more choices when opportunities arise.

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

Many opportunities don't arrive on a schedule. That's why preparation matters. Retirement. Career transitions. Family go...
08/14/2026

Many opportunities don't arrive on a schedule.

That's why preparation matters.

Retirement.

Career transitions.

Family goals.

Business opportunities.

Financial independence.

Which future opportunity are you actively preparing for right now?

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

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

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