Founded in 2004 by James M. Brennan, Brennan Wealth Advisors, LLC is an independent, SEC-registered investment advisory firm based in Westport, Connecticut. The firm operates as a fee-only fiduciary, meaning it is legally obligated to act in its clients' best interests and is compensated solely by client fees, not commissions. Their mission is to help clients achieve their financial goals through holistic financial planning, disciplined, institutional-quality investment management, and personalized service. They cater to high-net-worth individuals, families, and institutions, offering services that span retirement, tax, and estate planning.

Founded in

United States