Breen Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
200 Kentucky St Ste C, Petaluma, Califor...Phone Number
(707) 595-6556Website
www.breenwealth.comRevenue
$5.6 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Breen Wealth Management
Breen Wealth Management, LLC is a fee-only financial advisory firm based in Petaluma, specializing in comprehensive wealth management for individuals and families, particularly during significant life events such as retirement and inheritance. Founded in 2009, the firm operates under a fiduciary standard, ensuring that clients' best interests are prioritized. The team, led by CERTIFIED FINANCIAL PLANNER Brian Breen, focuses on developing tailored investment strategies that align with clients' financial goals and risk tolerance. With a minimum managed account balance of $1,000,000, Breen Wealth Management caters to a select clientele, providing exceptional advice and investment management services.Explore more
Breen Wealth Management Org Chart
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Breen Wealth Management, LLC is a fee-only financial advisory firm based in Petaluma, specializing in comprehensive wealth management for individuals and families, particularly during significant life events such as retirement and inheritance. Founded in 2009, the firm operates under a fiduciary standard, ensuring that clients' best interests are p... Read More
