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Interested in learning how to minimize tax liabilities and take advantage of tax-efficient strategies?
Seeking guidance on where and how to invest your money to continue growing your wealth while minimizing risks?
Navigating family dynamics and potential tensions related to wealth, inheritance, and financial responsibilities?
Feeling pressure or expectations from family, friends, or community members regarding your newfound wealth?
Looking for advice on how to create a comprehensive estate plan to protect your assets?
Concerned about preserving the wealth you've accumulated and ensuring it lasts for future generations?
Then you're in the right spot
If you are...
Hi, I'm Nick Marino.
Recognizing the persistent anxiety surrounding financial matters for those who have triumphed over the cycle of poverty, I founded Breakaway Wealth to address this pressing need. With a decade of experience in wealth planning, serving Fortune 100 companies and family offices, I observed a glaring gap: a lack of tailored services for individuals breaking the poverty cycle.
That's why I started Breakaway Wealth.
To offer a new approach, personalized financial guidance that resonates with those who have overcome adversity.
Personal
I live in Columbus, Ohio with my wife Grace, son Maddox, and mini-goldendoodle Felix. When not engaged in the joys of parenthood, I'm usually exploring local breweries and coffee shops, honing my skills on the tennis court, and passionately cheering on Cleveland sports teams (Go Browns!).
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If You're a First Gen Wealth Builder and You're Ready to Have...
Clarity
Discover a clear understanding of your financial goals, alleviating stress and uncertainty.
Peace of Mind
Experience peace of mind knowing your finances are expertly managed and monitored.
Motivation
Stay motivated to achieve your financial goals with ongoing encouragement and accountability.
Confidence
Gain confidence in your financial decisions with expert guidance and support.
Getting Started
You're getting started on your wealth journey
What You Get
• UNLIMITED text & email communication
• Mobile app with net-worth tracker
• Two video meetings per year
• Annual Tax Prep (1040 only)
Your Investment
$250 per month
Established
You have an established wealth foundation and prefer a hands off approach
What You Get
• UNLIMITED text & email communication
• Mobile app with net-worth tracker
• UNLIMITED ad -hoc m eetings
• Annual Tax Prep (1040 only)
Your Investment
$750 per month
Complex
You have an established wealth foundation and complex planning needs (business owners & equity compensated executives)
What You Get
• UNLIMITED text & email communication
• Mobile app with net-worth tracker
• UNLIMITED ad -hoc m eetings
• Annual Tax Prep (1040 only)
Your Investment
$1500 per month
How We Can Work Together
It always start with a plan.
We'll work together to create a tailored plan that connects where you're at today with where you want to be tomorrow.
Financial Plan Cost
$2500 for singles.
$5000 for couples.
After we deliver your plan, you'll have the choice to continue working together in an ongoing relationship.
Breakaway Services
It always start with a plan.
We'll work together to create a tailored plan that connects where you're at today with where you want to be tomorrow.
Financial Plan Cost
$2500 for singles.
$5000 for couples.
After we deliver your plan, you'll have the choice to continue working together in an ongoing relationship.
Complex
You have an established wealth foundation and complex planning needs (business owners & equity compensated executives)
What You Get
• UNLIMITED text & email communication
• Mobile app with net-worth tracker
• UNLIMITED ad -hoc meetings
• Annual Tax Prep (1040 only)
Your Investment
$1500 per month
How it Works
We'll use eleven different financial vital signs to determine your current financial health and guide our next steps.
Measure your financial health
Step 1
We'll create an easy to understand plan with action steps that will help us reach your goals.
Create your plan
Step 2
We'll continue to monitor your financial health over time to make sure you're still on track.