Building Trust Across Generations
”I have always had a positive interaction with everyone at Breakaway. If there is something I don't understand, they are more than willing to explain it to me or walk me through the process. My aunt was a client of them long before I was and they were a huge help in settling her Estate with me. I would highly recommend Breakaway Wealth Management, especially Roger Relucio and his assistant Jenna.”
- Patricia V.
Service You Can Count On
”I have been a client for many years and have been very happy with all that Roger and the team has done for me. They are always available to address my needs. Have recommended them to family and friends as I know they will be well taken care of!!”
- Ellen E.
Boutique Service, Professional Excellence
"Roger and his team are the definition of what you look for in wealth advisory. Professional, knowledgeable, and passionate about the expertise they bring to their clients. They provide personalized boutique services that are second to none."
- Michael D.
Support Through Unpredictability
"I have been with the team at Breakaway for over 10 years and they have done a outstanding job handling my financial portfolio! They have been there to support my needs throughout volatile and unpredictable markets! Highly recommend you check out their services."
- Will C.
