As always, we are here to help you make smart choices about your money.
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About Us
Our objective is to design portfolios using passive asset class funds that maximize investors' returns within their tolerance for risk. Here is what sets us apart:
- Fee-only investment management
- A disciplined investment strategy
- Access to institutional no-load passive asset class funds
- An academic Nobel Prize winning investment approach
- Continued access to academic research
- A tax-efficient focus
- Valuable tax & estate planning ideas
- Risk tolerance assessment
- Periodic portfolio rebalancing
- Regular communications and state of the art reporting
- No front or back-end loads, no surrender fees, not locked in
- Most important...A TRUSTED ADVISOR RELATIONSHIP
We thank you for your trust. Please don't keep us a secret with your family and friends. Introductions and referrals are always appreciated. Wealth Management, LLC, a Registered Investment Advisor, is affiliated with Breneman & Company, PC and offers wealth management and investment advisory services. Wealth Management, LLC is a Nebraska limited liability company.
Sincerely,
Gary L. Breneman, CPA/PFS
Corey D. Breneman, CPA/PFS
Investment Advisor Representatives
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