Breiter Capital Management - Anna Maria, FL

 

How We Help

At Breiter Capital Management we maintain enduring relationships with our clients as a truly independent advisor. Our independence allows us to put your interests first as we work with you to design your wealth plan. 


A solid wealth plan consists of several components:


Financial & Retirement Income Plan

The road map that assesses where you are today versus your long-term goals and helps us determine actions to take to help you reach them. Click Here to view more detailed information on financial planning.

Investment Plan

The guidelines we use to allocate your investment capital to attempt to provide an attractive rate of return in a manner that doesn’t violate your comfort level for risk. Click Here to learn more about our investment planning process.

Estate Plan

The process under which assets that remain at your passing are distributed to heirs and/or charitable organizations, while minimizing any applicable estate tax. We can work with your estate planning attorney on this aspect of the plan. Click Here to view educational articles and videos on estate planning.

Tax Plan

Minimizing taxes helps boost your net investment return. This includes placement of certain asset classes in the most tax-friendly account types and working with your CPA to minimize your overall tax liability. Click Here to view educational articles and videos on tax planning.

Insurance Planning

Many families need to insure against a catastrophic event like the death of an income earner, or plan for insuring against long-term healthcare costs later in life. We can guide you in determining your insurance needs. Click Here to learn more about various insurance topics.


We look forward to talking with you about how our advice and services can assist you in planning your financial future and reaching your goals. Call today to start the discussion.