About Us

Our Story

Breakaway Wealth Management is a next-gen wealth advisory firm that values simplicity and transparency. Our name represents the freedom to operate independently, providing a wider range of options and more personalized attention. We offer straightforward, actionable advice that’s 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.

At Breakaway Wealth Management, we value innovative, independent thinking that puts our clients’ well-being at the center of everything we do. We believe it’s essential for every client to have a thorough understanding of their options, including the risks and benefits. In our office there’s no such thing as a “dumb” question—or too many of them. It’s important that we provide a relaxed, comfortable space to chat openly about your financial situation so you can check your worries at the door and feel confident about the road ahead.


Relucio & Associates

Relucio & Associates, was Breakaway’s foundational practice, it was founded in 2008 by Roger Relucio. A tech-forward firm with offices in New Jersey and South Florida, Relucio & Associates specialized in developing real-world strategies for a highly motivated clientele ranging from successful executives and business owners to multi-generational families across the U.S.

Relucio & Associates provided a tailored and consistent experience through regular contact and cultivating a deep understanding of their client’s concerns and aspirations. Through outstanding service and the guidance of an experienced team, Relucio & Associates helped their clients enjoy the long-term benefits of wealth accumulation and concentrate on the things that matter most in their life: family and career.

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.

Our Clients

Our Clients

We help individuals and families prepare for retirement and manage their money over the long term. By getting to know you, who you’re responsible for and what you want your money to do for you, we’ll create a plan that’s clear, personalized, and actionable.

Our Approach

We were early adopters of the shift toward comprehensive, client-centered wealth management. After a thorough intake, we'll help you organize your finances to be more efficient in terms of taxes, returns and risk management. We’ll also suggest investment strategies based on what you want your future to look like.

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