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Grounded in Trust. Driven by Relationships. Dedicated to Preserving Your Legacy.

With more than two decades of experience, our team brings a disciplined, client-first approach to wealth management. Backed by advanced designations including CFP® and CIMA®, we focus on delivering thoughtful, tax-aware strategies designed to help clients manage complexity and make more informed decisions.

We believe strong outcomes are rooted in strong relationships. That’s why we emphasize collaboration – not only with our clients, but with their trusted advisors, including Attorneys and CPAs – to help ensure strategies are aligned, efficient, and forward-looking.

Our approach centers on tax efficient portfolio construction, active investment management, and disciplined planning, helping clients position assets more effectively while maintaining flexibility, liquidity, and control.

We believe success isn’t just what you earn – it’s what you keep after taxes*.

 

*Wells Fargo Advisors is not engaged in rendering legal, accounting, or tax-preparation services. Specific questions as they relate to your situation should be directed to your legal and tax advisors.

Our Services

Wells Fargo Advisors is one of the nation’s largest full-service retail investment companies, yet it retains the intense client focus and commitment to service that distinguished its predecessor firms. We are recognized for our structure and scale that combine the capabilities and best practices available through a national firm with a client focus more typical of smaller firms.

Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Deliberate planning approach

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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What to expect

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

The Brezenski Financial Group

13625 California Street
Suite 200
Omaha, NE 68154
Local Phone: (402) 431-5579
Edward.J.Brezenski@wellsfargo.com