(831) 333-0333
info@alliedwm.com

Who We Are

We are your allies in helping to plan for a secure financial future

When our founder, Tim Brereton, entered the financial services industry, he was drawn to the relationships, helping others, and a profession that allowed him to utilize his interest in investments. But he quickly found that some of the industry is shrouded in mystery and miscommunication. Some in the industry were solely concerned for their own well being, a trait that Tim didn’t share. Tim works with each client and their unique situations to help them achieve their goals.

After many years in the industry, Tim became an independent advisor so he would be able to offer more flexible strategies, solely work for his clients, and be there for them through important life milestones. He wanted to be an ally for his clients and their families, and Allied Wealth Management was soon born.

Today, our firm still stands by the guiding passions that drove us to independence, including flexibility, trust, and a focus on relationships. We are happy to say we love what we get to do for our clients, including helping hundreds of families prepare for and live in retirement, send their children or grandchildren to college, or plan for the next generation.

Your goals are what drive us to do our best work every day and our enthusiasm is one of the reasons investors continue to turn to us. Contact us today to get started.