Our Journey: Unveiling the Story Behind Caitlin John Private Wealth Management

Our Story: Building on Experience, Fostering Growth

In 2010, Ronald J. Briggs Jr., a seasoned industry veteran with nearly 4 decades of industry experience at his current age of 57, embarked on a journey to establish Caitlin John Private Wealth Management. The firm’s name, Caitlin John, was inspired by the middle names of Ron and his wife Kristin’s two children, symbolizing a deeply personal connection of Family. Ron’s vision was to create a fiduciary-based advisory firm that would continue to serve his clients while nurturing the growth of his practice.

From its inception, Caitlin John embraced a boutique approach, prioritizing personalized experiences that resonated with Ron’s clients. The exceptional service and tailored support provided by Ron and his team quickly spread through word-of-mouth, attracting other advisors locally and nationally. This organic growth propelled the firm to expand exponentially.

Today, Caitlin John stands as an independent SEC Registered Investment Advisor (RIA) firm, offering a platform for advisors to maintain their individual brand and join a thriving community. The collective strength of these accomplished advisors has contributed to the continued success and growth of Caitlin John, fostering a culture of excellence and collaboration of skillsets allowing us to support our advisors and clients with a variety of wealth and asset management services, as well as Tax & Risk mitigation strategies.