Briarwood Private Wealth, established in 2015 by Michelle and Gaetano Onorio, a wife and husband partnership relies on a combined 25 years of knowledge and experience in the financial services industry to benefit our clients. We take great pride in staying informed and educated as it relates to tax, estate, and social security laws in order to provide our clients with the most current and informed advice, ensuring their financial success.

At Briarwood Private Wealth we are dedicated to providing investment management and strategic wealth planning, with a superior level of trust, integrity, and respect. We are committed to supporting, educating, and providing our clients with a customized financial plan and strategy.

We believe in deep rooted relationships with our clients and are passionate in our pursuit to assist them with all forms of wealth. We look at wealth with a variable definition; unique to each client we are privileged to serve. Our clients demonstrate wealth in a multitude of ways, most commonly in the wealth of family, friendships, health, and of their personal assets. We enjoy working with clients regardless of where they are in life. We are experienced working with clients who are just starting out; raising a family; sending children/grandchildren through college or about to embark on the journey of retirement.

We recognize and appreciate that each client’s economic and life situation is unique. Personalized service and attention to our client’s wants and needs is essential when matching clients with the right financial products and services. At Briarwood Private Wealth we practice a five- step approach towards ensuring our clients financial successes:

• Savings
• Investments
• Retirement
• Protection with Insurance
• Wealth Transfer

Yet, our comprehensive approach allows us the flexibility to adapt to unforeseen changes along the course of our client’s lives. It is not uncommon that untimely challenges and obstacles present themselves; whether it is taxes; inflation; lack of savings; disability or an untimely death. At Briarwood Private Wealth, we are committed to serving our clients and their needs over the lifespan, ensuring their success at each key stage.