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
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.
Who Is This For?
Breakaway Wealth is an ideal fit for those who want:
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.
