Whether you want to grow your independent practice or are exploring succession options we provide the support, resources, and flexibility to make your next phase your strongest yet.
Breakaway Wealth gives advisors the freedom to innovate, full ownership of your relationships, and a dedicated team to help you run a thriving, modern practice.
You choose the path, we support the journey.
How the Process Works
Breakaway Wealth follows a streamlined, advisor-first process:
1) Confidential Introduction
We get to know your goals — growth, independence, or transition — with no obligations.
2) Practice Assessment & Planning
We evaluate your current structure, client base, and future objectives to find your best-fit path.
3) Seamless Transition & Setup
Our transition and operations team handles onboarding, technology, custodial setup, and client communications.
4) Long-Term Partnership
Whether you're building your practice or planning your exit, we support you with ongoing service, compliance, and operational resources.
Who This Is For
A Good Fit If You Want:
- Independence with real operational support
- A team behind you so you can focus on clients
- A strong compliance partner
- Control over investment approach and client relationships
- A long-term succession or exit plan
- A stable home for your clients
FAQ
Is my inquiry confidential?
Yes. 100% confidential. We never contact your employer or clients.
Do I have to adopt your investment models?
No. You can use our models, your own, or a hybrid approach. We have an open architecture approach with access to thousands of investments and investment managers
What if I’m not sure which path I fit into?
Many advisors fall between paths. We help you assess the best fit.
Do you support both wirehouse breakaways and independent advisors?
Yes, we support advisors from any environment transitioning into a stronger, fully supported independent structure.
You Choose the Path, We Support the Journey
Whether you want to grow your independent practice or are exploring succession options we provide the support, resources, and flexibility to make your next phase your strongest yet.
Breakaway Wealth gives advisors the freedom to innovate, full ownership of your relationships, and a dedicated team to help you run a thriving, modern practice.
