Breen Wealth Management, LLC
Breen Wealth Management, LLC
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Fiduciary Wealth Management

Personal Advice

Private and Confidential

Private and Confidential

Individual investments and the markets fluctuate over time, and as our clients' personal wealth manager we are proactively guiding them. This involves collaboration between our team, our client, and their outside professionals such as their accountants and attorneys.

Private and Confidential

Private and Confidential

Private and Confidential

Maintaining the trust and confidence of our clients is a high priority. That is why we have created and implemented steps, processes, and systems to safeguard and protect our client's information and privacy.

Concierge Service

Private and Confidential

Concierge Service

We want to add convenience to our clients' lives and many of our services are designed to do just that. Whether working in tandem with your other advisors or providing comprehensive planning services, we’re on your team and offer simplicity and clarity to you. 

Prudent Investing

Generational Planning

Concierge Service

As our client's dedicated investment manager we are committed to customizing a personal strategy for each individual while adhering to our proactive, disciplined approach.

Generational Planning

Generational Planning

Generational Planning

Our clients worked hard for their wealth. Through our comprehensive wealth planning, we will design and manage a plan that benefits you but also the people and causes you cherish.

Tax Planning

Generational Planning

Generational Planning

Investing and financial planning is more than what our clients make, it's what they keep. Our planning and investment strategies focus on minimizing unnecessary taxes.

 “The essence of investment management is the management of risk, not the management of returns”

– Benjamin Graham

About Us

Our Experience

Since 2009 our independent advisory firm has been dedicated to offering objective, comprehensive financial planning solutions to the Petaluma community.  With over four decades of combined experience in the financial services industry, our team has concluded that clients need to be treated differently.  As our client’s fiduciary, our mission is to simplify the complexities of wealth so they can confidently enjoy life.  

Our Approach

Throughout your relationship with our 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. 

Why Us?

Our “Fee-Only” fiduciary structure, team approach, and high caliber of experience advising high net-worth families within the Petaluma community provide the confidence that you're working with the right firm. 

Review our firm's transparency

FAQ

Are you a fiduciary?

What type of clients do you work with?

What type of clients do you work with?

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. 

What type of clients do you work with?

What type of clients do you work with?

What type of clients do you work with?

Individuals and families within our Petaluma community dealing with a life changing financial event such as:

  • Retirement
  • Inheritance
  • Settlement
  • Business Sale

Why do clients hire your firm?

What type of clients do you work with?

Why do clients hire your firm?

  • They desire hands-on, personal service.
  • They want to work with an experienced fiduciary firm.
  • They value delegating the day-to-day wealth management and collaborating on high-level issues.

Do you have minimums?

What don't we do when managing investments?

Why do clients hire your firm?

Our typical managed account has a minimum of $500,000. Although most of our clients have entrusted us to manage well over $2 million of their wealth, we have figured out how to provide the same outstanding advice and investment management services to the individuals and families within our community, regardless of account size.

How are we compensated?

What don't we do when managing investments?

What don't we do when managing investments?

Our goal 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. With this mindset, we have structured our firm to be “Fee-Only,” not fee-based, and do not collect any trading or sales commissions.  Our fees are based simply on a percentage of the money you have entrusted us to manage. 

Click here to learn more.


What don't we do when managing investments?

What don't we do when managing investments?

What don't we do when managing investments?

We do not...

  • guess or speculate on market direction, otherwise known as "market timing."
  • pick individual stocks or bonds.
  • sell annuities, insurance, or any financial products.


What do we do when managing investments?

Do we hold client accounts and investments?

Do we hold client accounts and investments?

For every account we manage, large or small, we...

  • invest in the best interest of our clients.
  • only purchase diversified low-cost funds.
  • base our decision-making on robust academic data and research.
  • follow a disciplined, transparent process agreed upon with each individual client.
  • proactively review and rebalance accounts at a minimum, quarterly.


Do we hold client accounts and investments?

Do we hold client accounts and investments?

Do we hold client accounts and investments?

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.


How do I learn more?

Do we hold client accounts and investments?

How do I learn more?

Feel free to give our office a call or complete the contact form below. You can also review our "Firm Brochure" by clicking here.

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Learn more about our Fiduciary Wealth Management

Contact us

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