A complete list of active advisors currently associated with Breen Wealth Management, LLC
Warmer can help you find a great advisor at Breen Wealth Management, LLC or one who fits your needs even better.
Breen Wealth Management serves individual and high-net-worth households as well as pension and profit-sharing plans, offering comprehensive wealth management through its Private Client Group alongside standalone financial planning and consulting. Services described in the brochure include investment planning, retirement and estate planning, real estate analysis, tax and corporate-structure advice, and pension consulting for plan sponsors. The firm follows a Modern Portfolio Theory-based investment process that emphasizes asset allocation, diversified exposure to low-cost ETFs and institutional mutual funds, and longer-term risk management informed by academic research and financial-simulation technology. Portfolios are generally managed on a discretionary basis with ongoing monitoring and quarterly rebalancing, and clients may place reasonable restrictions on holdings as part of individualized planning; ongoing managed services require a household account minimum. Noteworthy items in the brochure include an explicit disclosure about testimonials and endorsements — the firm states it does not provide cash or non-cash compensation for testimonials in accordance with Rule 206(4)-1 — a disclosure that stands out because few peer firms address testimonials in their advertising. The firm also highlights staff credentials related to exit planning and delivers services that cater to business owners and plan sponsors (including cost-segregation and corporate-structure work), and it manages a multi-hundred-million dollar asset base with a small advisory team while using institutional-only fund access and order-management tools.
To learn more about the advisors currently working at Breen Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Petaluma, CA
| 8
| |
Petaluma, CA
| 19
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")