Supported Independence

Supported Independence

Wirehouse financial advisors who are looking for more autonomy and flexibility to communicate with their clients.

Tuckin Advisors who are looking to join a team to have advisory support, planning, support, product support.

Advisors who are looking to exit the business and monetize their current book through sale or advisors who need to create a succession and continuity plan to transition out of the business over the next 3 to 5 years.

Breakaway Wealth Management has a variety of capital solutions to make the monetization of your book of business easy.

Technology and Marketing

Leverage your time and focus on growing your business by utilizing technology and marketing support provided to you by Breakaway Wealth Management. It’s not complicated. It’s actually quite simple. But it works because it is focused on your audience and builds upon itself over time.

We are focused on building a strong, repeatable foundation for your marketing effort that will grow your practice but also grow with your practice.

We are focused on attracting and converting the right audiences to Breakaway. We will do this with clear vetting processes, more targeted content, and pro-active experiences.

Join Breakaway and centralize the business function. Have a dedicated client associate to help you manage a consistent client service model, and experience.

Meet the Team

Meet the Team

As a young, dynamic team who values simplicity and transparency, 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. Because for us, it’s personal.

Take the first step

Schedule an introductory meeting with us today, and in the meantime, take advantage of our free business valuation assessment to see what your practice may be worth in today’s market. With Breakaway Wealth Management, you can experience the freedom of supported independence and leave behind the headaches of life at your current firm. There is a better way, and you are capable of so much more. It’s time to embrace the immense possibilities that await you. Join Breakaway and centralize the business function. Have a dedicated client associate to help you manage a consistent client service model, and experience.

Let's Work Together

Elevate Your Business with Breakaway Wealth Management

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