Breen Wealth Management

About

Breen Wealth Management, located in Petaluma, CA, is a fee-only financial advisory firm that offers comprehensive wealth management services. The firm specializes in assisting individuals and families during significant life changes, such as retirement and inheritance settlements, employing a fiduciary standard to prioritize client interests. The firm utilizes a structured framework called Your ONE Retirement, which helps clients navigate financial complexities, including income generation and tax minimization. Breen Wealth Management is recognized for its commitment to transparency and client education, ensuring clients are informed and empowered in their financial journeys.

Service area

Serves the business city