Our Fiduciary Commitment

Our Fiduciary Commitment

As fiduciaries, we have a legal and ethical responsibility to act in your best interest. Before we even think about giving you advice, we look at where you stand financially: how much money you have, where it lives, and how you’re spending it. Then we shift to what you want your future to look like. Only after seeing the whole picture can we customize a plan that’s just for you.

Service Overview

Organize your
finances

Organize Your Finances

Develop
financial goals

Develop Financial Goals

Develop investment Plans to meet goals

Develop Investment Plans To Meet Goals

Look for ways to Reduce taxable income

Look For Ways To Reduce Taxable Income

Our Mission

We believe everyone can take an active role in their finances, so our mission is to reduce stress and anxiety associated with financial investing and organization, empower smart financial habits, and make your money work for you. By simplifying the complex, we’ll suggest ways to seamlessly integrate financial planning into your life so you can take care of yourself and your loved ones.

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Our Story

Our Story

Breakaway Wealth Management is a next-gen wealth advisory team that values simplicity and transparency. We offer straightforward, actionable advice designed to empower, not overwhelm. To make your money work for you, we organize your finances, customize your investments, and help you build smart financial habits.

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Roger Relucio <sup>CFP&#174;, CRPC&#8482;</sup>

Roger Relucio, CFP®, CRPC

Managing Partner, Financial Advisor

Roger Relucio

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Pasqualino Ruffa <sup>CFP&#174;, CRPC&#8482;</sup>

Pasqualino Ruffa, CFP®, CRPC

Partner, Financial Advisor

Pasqualino Ruffa

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David M. Kraus <sup>CRPC&#8482;</sup>

/david-krausDavid M. Kraus, CRPC

Partner, Financial Advisor

David M. Kraus

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Jenna Looney

Jenna Looney

Client Services Associate

Jenna Looney

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