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.

The firm serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans through a comprehensive wealth management offering called the Private Client Group, plus standalone financial planning and pension consulting. It manages approximately $319 million in discretionary assets and generally requires a $1 million household minimum for its ongoing wealth management service. Investment advice is grounded in Modern Portfolio Theory and implemented with diversified, low‑cost exchange‑traded funds, institutional mutual funds and occasional variable annuities, using a documented four‑step discipline that emphasizes asset‑allocation, quarterly rebalancing and ongoing monitoring (the brochure notes daily account review and quarterly rebalance assessments). The firm uses financial simulation tools to construct plans and manages client accounts on a discretionary basis, with periodic client meetings and technology‑assisted implementation. Compared with many peers, the firm’s Form ADV specifically addresses advertising and referral practices — disclosing that it does not provide cash or non‑cash compensation for testimonials or endorsements (Item 14) — and its privacy notice explicitly acknowledges use of AI‑enabled tools for meeting documentation and workstream outputs (Item 19). The firm also highlights access to institutional‑only mutual funds and a principal with an exit‑planning credential, which are less common features among similarly sized supported advisors.

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.