Fidelis et Veritas: Loyalty and Truth
I live by the themes I took to heart during my time in the U.S. Marine Corps (Semper Fidelis—Always Faithful) and Yale University (Lux et Veritas—Light and Truth). In fact, those underlying principals were the impetus behind the decision to set up my own firm.
I was raised by my grandmother and mother, served in the Marines, studied history at Yale and Cambridge, and later taught it at Southern Methodist University and American Military University. My background has shaped both my life and my business. As the child of a single mother, I have a passion for helping nontraditional investors. As a former Marine and teacher, I value trust and partnership. As a student of history, I have a strong distaste toward any social injustice and an interest in serving freethinkers.
Learning about others gives me insight into how to best live life, and so I have always been fascinated with the different ways in which people live their lives, earn their keep, and preserve their wealth. In 2006, I decided I wanted to serve people as a financial advisor. I began working in the private banking division of Credit Suisse as a relationship manager and financial consultant. Though I raised $100,000,000 of assets, my dedication to service, my historian background, and my commitment to social justice were not a good fit for a large firm that did not seem to learn from past mistakes, or to serve its clients with the absolute integrity I insist upon. I left the firm, and established Rigg Wealth Management in 2009. Today, as an independent, I am not pressured to steer clients into products that don’t serve their interests. I can tailor advice, understanding that a single mother will have different needs than a retired couple. I can offer a wider range of products and provide more individualized services. I can truly serve my individual clients.
I continue to indulge my passion for history and social justice by authoring articles and books (my latest, Honor Under Fire: The Amazing Biography of Medal of Honor Receipt Hershel Woody Williams and Iwo Jima will be published in 2017); speaking to groups across the globe about World War II, the Holocaust, and tolerance; and serving on the boards of the Hershel “Woody” Williams Medal of Honor Foundation, the Jewish War Veterans of the United States of America, the Dallas Holocaust Museum, the American Council on Germany, and the American Jewish Committee. I also make time to practice Kung Fu, participate in mud runs and spend time traveling and doing sports with my two sons and one daughter.
Professional Credentials: Certified Financial Professional (CFP), —Series 7, 63, 65 and General Lines Insurance
Check the background of this investment professional on FINRA’s BrokerCheck.
Email: [email protected]
ADVANTAGES OF HAVING AN INDEPENDENT FINANCIAL ADVISOR
Without the overhead and expense of a giant financial firm, you can receive personalized, high quality services at a lower cost. Half the millionaires in the Dallas/Fort Worth metroplex use an independent financial advisors to take advantage of this personal attention and unique services according to Fidelity research. My fees are based on a percentage of the total value of your assets under management. The more I can grow your assets, the more we both make. Under this structure, our financial interests will be always aligned.
November 11, 2017 – Wealth Strategy with Bryan Rigg, Your Wealth Professor
Listen In Every Week: Saturday on WRR from 7:00-8:00 am
We are here every Saturday morning during the seven o’clock hour. We like to talk finance. Normally we come in here every weekend, and we like to discuss four or five topics that fill the hour. We’re going to do something a little different this morning, and we hope you stick around for it.
We’ve compiled a list of over 50 questions that we’ve gotten by email and by voicemail, and we had a workshop recently that we had many people show up from WRR, listeners, anyway. We had some questions come up in that.
These are kind of simple questions. I know as people listen, you can’t talk to the radio. I mean you can, but we can’t hear you.
LISTEN TO THE SHOW: