Financial Advisors
Hoboken, NJ
Breakaway Wealth Management is an independent financial advisory firm based in Hoboken, NJ, specializing in personalized wealth management, investment strategy, and financial planning for individuals and families. The team works with clients to build comprehensive financial plans tailored to their unique goals, offering services including portfolio management, retirement planning, and ongoing financial guidance. They focus on long-term relationships and evidence-based investment strategies to help clients achieve financial independence.
Ideal for: High-net-worth individuals, families planning for retirement, business owners seeking comprehensive wealth strategies, professionals looking for personalized financial guidance
Service area: Hoboken, NJ and surrounding Hudson County, Northern New Jersey
Independent Advisor Approach: As an independent firm, Breakaway Wealth Management is not tied to any large financial institution, allowing them to provide objective advice and recommend solutions based solely on client needs.
Comprehensive Financial Planning: They offer end-to-end financial planning services beyond just investment management, including retirement strategy, tax optimization, and goal-based wealth building.
Address: 5 Marine Vw Plz #222, Hoboken, NJ 07030
Phone: (201) 547-1166
Website: breakawaywealth.com
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