The O.N.E. Wealth Plan™
At Breen Wealth Management our financial advisor is a Certified Financial Planner™ practitioner. Through our Private Client Group offering we provide personal, private holistic financial planning for select families, individuals, and small to mid-size businesses.
We begin the relationship by developing our personal O.N.E. Wealth Plan™ for you. The O.N.E. Wealth Plan™ enables us to utilize a combination of the most advanced planning technology in the industry with our professional experience. We stress test your current financial situation and determine your probability of success in meeting your goals. We answer the question, “Do I have enough?”. This becomes the foundation for all our financial advice and recommendations.
Our Areas of Expertise
- Complex Estate Planning Strategies
- Tax Reduction Strategies
- Retirement Planning Strategies
- Business 401(k) Management & Strategies