At Breakout Private Wealth, we’ve intentionally created a culture that eliminates any anxiety you have about money and investments. When we meet, either in person, or via Zoom, you will immediately feel a sense of confidence and clarity.
Benefits of Working With Us
Like you, we’ve made financial mistakes.
No one is perfect, and we don’t expect you to be either. We strive to create an open, nonjudgmental space where you can share your concerns and worries without feeling embarrassed or anxious. We know managing your own money is a huge source of stress and anxiety. Our planning and investment process will add clarity and confidence, and remove the fear and anxiety surrounding your financial life.
Our #1 goal is to listen.
We believe in goals and values over a "magic" portfolio, or some super secret investment pitched by your broker. Every client and family situation is unique and our process treats it as such. Aligning goals and values with financial planning and investments is our mission.
Add Massive Value.
Our goal as a company is to add value to every relationship over and above the fees that our clients pay. If we do not succeed at this, we do not deserve your business. Traditional brokers at big banks and Wall Street firms will attempt to "outperform" the market via fancy sounding portfolios and managers. The academic evidence does not support these claims and in fact will only make money for the broker, bank, or institution. Our process focuses on independent, Nobel Prize winning research.
1. Tax Management. We believe in paying our fair share, just no more. If you believe taxes will increase in the future, as we do, implementing certain strategies now will be key to not being subject to these increases in the future. The savings over time can be significant and may result in a tax free retirement!
2. Smarter Investing: In over thirty years of being involved in the capital markets we believe there has never been a better time to be an investor. We formed Breakout Private Wealth as an independent company, not beholden to expensive, outdated, or inefficient portfolio management. We did our own research, spent our own money, to bring you the best investing experience available.
3. Income Optimization. Since you can not eat your 401k turning assets into income, or simply, "How much can I spend?", is one of the biggest retirement challenges we face today. "How can I mitigate the effects of a rising tax rate?" How big of an impact will inflation have on my wealth? When do I take Social Security? How can I efficiently contribute to my favorite charity? Our planning process provides clear guidance on these topic and many more.