Brezden Wealth Advisors returns to MassMutual

Massachusetts Mutual Life Insurance Company (MassMutual) welcomes Brezden Wealth Advisors (BWA) back to its network of wealth advisors and to its local agency, Capstone Partners, in Southern California.

BWA is a family-led team run by its founder, Joe Brezden, CBEC, CFBS, CLU, ChFC, CRPC, who had been in the MassMutual network of advisors over two decades ago. Joe’s son, Michael Brezden, CFA, and practice manager, Sandy Poznoski, specialize in comprehensive wealth management, offering investment, estate, financial independence, and business exit/growth planning services for business owners with personal net worths ranging from $25 million to over $250 million.

“We couldn’t be more excited to welcome the BWA team to the Capstone family,” said Van Hess, managing partner, Capstone Partners. “The team’s deep expertise and groundbreaking work in the wealth advisory and planning space will strengthen our foundation and drive increased client value and new areas of growth in the business owner marketplace.”

“Wealth advisors looking to take their business to the next level with access to extensive protection and investment products, as well as robust resources, are drawn to MassMutual” said Vaughn Bowman, CFA, head of wealth management with MassMutual and president and director of MML Investors Services. “Advisors and their clients can place their trust in MassMutual and the company’s financial strength and consistency in delivering enduring value.”

Wealth advisors are contracted with a MassMutual agency and are registered with MML Investors Services – a leading independent broker/dealer and investment adviser subsidiary of MassMutual founded in 1981 with $245 billion in client assets (as of year-end 2023) and represented by over 6,500 financial professionals.