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

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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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