At Promontory Wealth, we set out to build more than a financial firm. Our purpose is to become a trusted partner in our clients’ lives—offering clarity, structure, and thoughtful guidance across every stage of wealth and life.
Founded by seasoned advisors Joseph Thomason and Kyle Briggs, Promontory is an independent, fiduciary firm rooted in a simple belief:
True financial success isn’t just about growing wealth—it’s about aligning your finances with your values, your goals, and the future you want to create.
We strive to combine the institutional depth of a large firm with the boutique attention and independence of a fiduciary partner. Our strategies are personalized—built around each client’s unique goals, tax profile, liquidity needs, and legacy vision.
High-net-worth individuals and families often face complex financial decisions that cannot be solved with standard models or automated advice. That’s why we offer hands-on, relationship-based guidance that evolves with you.
Our goal is to rise above the shifting landscape to offer the stability and perspective that define our namesake. We help clients navigate change with clarity, resilience, and purpose—elevating the wealth experience with insight that endures.