What am I doing – describe your current role and objectives:
Founder of Breece Private Wealth Management, a boutique private wealth advisory firm located in Scottsdale, Arizona. After a highly successful time at Morgan Stanley and UBS prior, our team wanted to launch our own business on an independent platform. In addition to unique portfolio management strategies, we specialize in liquidity events (business sales, inheritances, multi-generational wealth transfers).
Connections trying to make:
Business Owners, Entrepreneurs, Creatives and overall good people.
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