Promontory Wealth

About Us

Promontory Wealth is an independent fiduciary wealth management firm, co-founded by Kyle Briggs, helping individuals and families make smart decisions around saving, investing, and planning for the future. We provide personalized investment management, financial planning, and tax strategy, with a focus on clear, practical guidance and thoughtful decision-making. We work with clients across a range of backgrounds and life stages, and aim to be a thoughtful, approachable resource for anyone looking for clarity and direction in their financial life.