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, “Flamethrower: Iwo Jima Medal of Honor Recipient and U.S. Marine Woody Williams and His Controversial Award, Japan’s Holocaust and the Pacific War” Fidelis Historia, 2021); speaking to groups across the globe about World War II, the Holocaust, and tolerance; and serving on the boards of the American Council on Germany and the American Jewish Committee.
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.
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.
December 28, 2019 – Wealth Strategy with Bryan Rigg, Your Wealth Professor
Today, we’re going to talk about three different things. We’ll start the show with what people should do at the end of the year in regards to their finances. Bryan gives some tips on how to hold yourself more accountable to meet the deadline so you can just think about the family and not finances over the holidays. But Bryan will also give advice on what to do if the deadline has passed.
Then, Barbara Freeman joins the show once again to discuss her nonprofit organization, Freeman House (Freemanhouse.org). Freeman House has been serving the Dallas/Fort Worth area by providing transitional housing for men and women who are coming out of incarceration, recovering from addictions, and escaping homelessness since 2006. A house manager also joins the show to give her testimony to the nonprofit organization and the services they provide.
We’re going to close out the show with Bryan introducing his most recent book “Flamethrower”, which is now available on Amazon.com. According to some historians that proofread the book, “Flamethrower” is the most definitive work on an enlisted marine’s life during World War II.