Protect your assets. Support your lifestyle. Build your legacy.
Our team at Allen/Breslin Wealth Management Group employs a holistic, consultative process using goals-based planning to identify and address your financial needs and opportunities. Whether it is generating enough income to support your lifestyle, growing and protecting your estate for the next generation, or guiding you through a significant life event, we have the experience to help you navigate life’s challenges with confidence.
We pride ourselves on developing long-term relationships based on trust, accountability and personal service. To this end, we serve a limited number of successful individuals and families including business owners, corporate executives and entrepreneurs.
Focused on asset protection and cash flow management, our team utilizes the Envision® planning process and the significant research of Wells Fargo Advisors to construct a customized asset allocation based on your unique risk assessment. We then execute this allocation using the most tax- and fee-efficient managers and indices. Through evaluations, reports, and reallocations based on market conditions and changes in your situation, this process continues throughout our relationship with you.
In conjunction with your investment portfolio, our advanced planning methods include tax minimization, asset titling, wealth transfer, asset protection, insurance, and charitable giving. A thorough review of existing documents (wills, trusts, insurance policies, etc.) by our team may result in a valuable second opinion and potentially significant opportunities to help increase protection and efficiency.
In order to help make sure the investment consulting and advanced planning components are fully coordinated, we work closely with your other trusted professionals as well. This often includes estate attorneys, accountants, bankers, and insurance agents. Working as one team, we help optimize results across all of the interrelated pieces of your financial life.