Comprehensive Wealth Management
Designed for the
Millionaire Next Door
Since 2009
Simplicity is the ultimate sophistication.
Leonardo da Vinci
Frequently Asked Questions
Yes. As a fiduciary, it is an investment adviser’s responsibility to provide fair and full disclosure of all material facts and to act solely in the best interest of each of our clients at all times. We have a fiduciary duty to all clients. Our fiduciary responsibility is considered the core underlying principle for our Code of Ethics and the very foundation of our firm.
Yes. Our Senior Advisor and Founder, Brian Breen, has held the designation of CERTIFIED FINANCIAL PLANNER™ since 2008. He and his team work directly with all of our clients and Breen Wealth Management, LLC. The CFP® is a professional designation awarded to financial advisors who have passed rigorous coursework and an examination to prove their fluency in all aspects of financial planning. They must uphold the fiduciary duty, complete ongoing continuing education, and be held to additional levels of regulation and oversight.
We specialize in providing financial guidance to individuals and families in Petaluma and surrounding areas during life-changing events such as retirement, inheritance, settlement, and business sales.
Throughout your relationship with Brian and his team, you will experience our O.N.E. Client Commitment™. This commitment provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. We are committed to proactively Organizing your financial life, Navigating you through life’s obstacles, and Empowering you to enjoy life confidently.
Our managed accounts have a minimum balance of $1,000,000, and many of our clients entrust us with managing $3-$5 million of their wealth. We're committed to providing exceptional advice and investment management services to a select number of families in our community.
Our responsibility is to be your financial coach and partner – to sit on the same side of the table as you. If you benefit, we benefit. If you have setbacks, so should we. That's why we've structured our firm to be "Fee-Only," which means we don't collect any trading or sales commissions, and we filter out exorbitant and unnecessary costs commonly found in the financial industry. Our fees are simply based on a percentage of the money you entrust us to manage. This ensures that we are fully aligned with your financial goals and that we have a vested interest in helping you succeed.
Our all-inclusive Private Client Group services generally vary between 0.15% - 0.35% per quarter (which is 0.60% - 1.40% annually), depending upon the size and composition of a client's portfolio and the complexity of our engagement with the client. It will be based on the market value of the investments held in each client's account that we manage.
For standalone financial planning and consulting services, our hourly rate is $400.
No, as an Independent Firm, we decided long ago that our job is to focus all our attention on being the advisor, and our client accounts should be held and protected by a recommended custodian. Considering this, our firm has an arrangement with Charles Schwab & Co, Inc. to custody our Private Client Group client accounts. Through our ongoing due diligence and considering a wide range of factors for the best interest of our clients, we determined that Schwab provides the most advantages when compared to other available providers and their services. Click here to learn more.
Easy, simply go back to the top of the page and click the button "Recently referred, schedule a call." From there, you'll be able to use our online calendar to schedule an initial 15-minute call to ensure we are a fit. If we are, we'll schedule you for our initial discovery meeting here at the office or via Zoom. This meeting is to learn more about you and if we can enhance your life.
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