Breiter Capital Management - Anna Maria, FL

 

Breiter Capital Management

President


tom@breitercapital.com

 

We are Client Focused

 

Planning to achieve your goals and dreams should be a fun, rewarding experience. We can help you, with our 24 years of experience, since 1992. Breiter Capital Management is an advisor to active professional couples planning for retirement. Planning for, and living in retirement will be more successful when following a sound wealth accumulation and retirement income plan. It also helps when you are confident in your advisor. Your needs come first, and that’s why Breiter Capital focuses intently on your goals.

 

Collaboration between you, your financial advisor, tax and estate planning professionals will yield the best result when navigating through the complex world of financially related decisions. We work closely with other professionals to make sure you have your financial bases covered.

 

We invite you to discover and experience the power of our services. Visit the How We Help  page to get started. To learn more about how we've helped clients in different life-stage situations, visit the Client Stories page. Get to know us better by visiting our Team  page.

 

No one strategy fits everyone. Our services are designed so you can take advantage of what is appropriate for you. We take a proactive approach to helping you develop a strategy to achieve your financial goals, using the most efficient methods available.

 

An integral part of the planning process is to make sure we understand your feelings about risk to your investment capital. The Riskalyze survey is a great tool for this. Rooted in a Nobel Prize winning theory, the survey takes just a few minutes to complete. Click here to complete the free analysis and we’ll be able to compare your current portfolio to your risk score to see if it’s the right portfolio for you, or if there is a better way.

 

Challenges and obstacles are a part of life. We strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven future.