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Entrepreneurial Wealth Agent
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Entrepreneurial Wealth Agent
Our Approach
Our Story
Who We Serve
Insights
Contact
Privacy Policy

Category: Financial Planning

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Our Mailing Address:

1985 Riviera Drive Suite 103-165

Mount Pleasant, SC 29464

(843)564-8584

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Patrick Traverse is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Breakaway Financial Group is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors. For information about Savvy, visit our website: www.SavvyWealth.com. For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS.

All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.

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Before You Go

The Breakaway Process is transforming the way entrepreneurs think about wealth—and it can do the same for you.

Click below to learn how we can help you:

Gain financial clarity in just 90 minutes
Uncover tax savings you didn’t even know existed
Build a done-for-you wealth system that works quietly in the background—so you can focus on growing your business