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BREED'S HILL WEALTH MANAGEMENT

Welcome to Breed's Hill Wealth Management
We are an independent investment advisory practice of Commonwealth Financial Network®. Our purpose is to help our clients all across the country pursue their financial goals with exceptional guidance and personalized service, while using our client-centered, goals-based approach.  We provide customized solutions. Whether you are investing to build wealth, protecting your assets, or ready to distribute your retirement income, we work with you one-on-one to provide customized solutions based on your unique personal needs and goals.

If you are a current client, you'll find links here to access your account(s), contact us, make appointments, and obtain up-to-date information on the markets, as well as helpful information and resources. If you are not currently acquainted with our firm, we've established this website as a way to get to know us and understand how we may help you.  

We are not simply an independent financial firm; we are affiliated with a powerful network of professionals aligned with the goal of bringing you the ultimate in service and professionalism.

Strength in numbers

Our partnership with Commonwealth Financial Network® provides us with invaluable resources that we translate into indispensable service for our clients. With more than 2,190 indepdendent advisors like us*, Commonwealth is a national firm that has spent decades providing investment research guidance, access to professional money managers, smooth transaction processing, and advanced technology. 

 

*As of December 31, 2023.

The Importance of Independence

 

 

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*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

Account Login

Prefered Portfolio Services

Municipal Bonds

Money-Guide-Pro

Money-Guide-Pro

Contact Information:

Kirk Tassell, CFP®:
[email protected]
407-599-9100
1-800-599-0338

Dan Novotny, CRPC®, CFS®:
[email protected]
407-599-9101
1-800-599-5077

Recommended Reading

The Intelligent Investor: The Definitive Book on Value Investing