You have worked hard and grown a successful business.
Your clients are important. You want them to be taken care of. You need a partner who will be a good steward for the assets you have grown and an advocate for the relationships you have built. If that sounds like you, look no further. Brennan Wealth Advisors was founded to help investors thrive financially for generations and we want to do the same for your clients as you move into retirement.
Powered by industry professionals
- Supported by one of the industry leaders in broker-dealer services, LPL Financial- a member of Advisor Group
- Committed operations professionals leading the way for smooth client, account and data transitions
- Dedicated team for product mapping and investment solutions
- Unbiased third-party business valuation specialists
Let us help you design your Business Succession
You have planned and designed the retirement for hundreds of families. Let Brennan Wealth Advisors work with you to create a succession plan designed to meet all of Your needs and expectations. From our "Get Paid Twice" Program to our Sunset Solution, Brennan Wealth Advisors is ready and excited to work together, to design the best solution for you and your needs.