At Breemen McCarthy McKenna & Associates, we offer the services and strategies demanded by a successful group of clients. Each of us feels privileged to bring our experience and energy to these hardworking individuals and families.
While we assist ambitious people from various walks of life, our reputation and referred clientele have come in great part from executives in the corporate sector – those who’ve had a liquidity event, are looking to create liquidity, require pre-IPO planning, or simply need to understand what they can expect from their assets going forward.
We also serve other professionals and multiple generations of client families nationwide. Like many clients, we believe that wealth and wisdom should be passed along with great care to growing and grown children. For this reason, we educate clients and their “next generation” at every opportunity. This can allow for wise financial habits and decisions that lead to positive and enduring outcomes.
What can you expect? As our client, we will provide the exceptional degree of focused attention that you deserve. By helping you “see around corners” and clearly communicating with you on a frequent basis, we can help you manage risk, prepare for likely and unlikely circumstances, and – and ultimately – simplify, organize and optimize your financial life.