Breemen McCarthy McKenna & Associates
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.
At Breemen McCarthy McKenna & Associates, we've nurtured strong relationships with a growing number of corporate executives – many who never anticipated their wealth and the opportunities it offers. On their behalf, we embrace our responsibility to help minimize risk and optimize outcomes.
Despite their achievements, clients often say, "I don't know what I don't know. What can my retirement really look like? Paint me a picture. Am I doing things right? I wish I had more time to weigh future considerations. I have assets here and there – I need a cohesive strategy to follow and feel good about."
To understand each client on a personal level, we ask our own questions, "How much longer do you want to work for your company? Are you considering another venture? How do you want to live ten or twenty years from now? What brings you joy and what's your greatest fear?" By hearing what clients say (and may not say), sharing our own insights and stories, we work with clients to help them figure things out.
Two things we believe:
As a corporate executive, you devote significant time to creating value for shareholders and employees. Also, you're likely – or should be – concerned with having personal assets linked too closely to your firm's fortunes. Having long served other executives in similar situations, we are well equipped to help you manage your personal wealth – through customized investment and retirement planning, cash and cash flow planning, tax minimization and estate planning strategies.
In addition, we can help you with pre-IPO planning, as well as comply with SEC rules, your company's trading restrictions, and equity reporting requirements We also can help you enjoy easier access to cash – especially when cash flow is uneven (due to compensation structures that may include lump sum payments, profit sharing and/or restricted stock). We have extensive knowledge of concentrated stock and the emotions that may come with it. Not only are we highly tax sensitive, we are personally sensitive to the desires of each client.
In formulating your overall strategy, we also pay close attention to both sides of your balance sheet –assets and liabilities. For residential and securities-based lending, we can introduce you to Bank of America, N.A. specialists. To save you time and to align strategies, we coordinate closely with your CPA and attorney.
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
