Breen Wealth Management

Breen Wealth Management is a fee-only financial advisory firm that works with individuals and families on wealth management, retirement planning and investment management. Senior Advisor and Founder Brian Breen has held the CERTIFIED FINANCIAL PLANNER designation since 2008, and the firm says it works as a fiduciary. The firm focuses on life-changing events such as retirement, inheritance, settlement and business sales, and its planning framework covers generating reliable income, minimizing taxes, and gifting and required minimum distributions.

Managed accounts have a minimum balance of $1,000,000, and the firm charges a percentage of assets under management rather than commissions. Client assets are held by Charles Schwab & Co. Prospective clients start with a 15-minute intro call, followed by a discovery meeting at the office in Petaluma or by Zoom. The firm serves Petaluma and surrounding areas.