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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. 

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 to bring you the ultimate in service and professionalism.

Strength in numbers

Our partnership with Commonwealth Financial Network®, an unprecedented 10-time winner of Investment Advisor magazine's Broker/Dealer of the Year award*, provides us with unparalleled resources that we translate into indispensable service for our clients. With more than 1,650 registered representatives like us, Commonwealth is a national firm that has spent 35 years providing expert investment research guidance, access to top professional money managers, smooth transaction processing, and leading-edge technology. Combined, the 700+ professionals at Commonwealth have more than a millennium of financial services experience.

Investment Research
Commonwealth's Investment Research team is comprised of experts with CFA® designations and CFP® certifications, as well as master's degrees. Each analyst focuses on one or two specific asset classes so the investment committee as a whole can determine recommended mutual funds and allocation models. This group works with outside professional money managers to help ensure that we can provide you, our clients, with solid, competitive options; furthermore, it offers its own professional money management program.

What's more, Commonwealth has contracted with the elite providers in outside investment research, which gives us access to up-to-the-minute data on the universe of mutual funds, separately managed accounts, annuities, exchange-traded funds, equities, bonds, CDs, and select alternative investments. We will always have our finger on the pulse of financial markets and products.

*Commonwealth was named the top broker/dealer in its division in 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005. This is based on financial advisors rating their own broker/dealers for service

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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.

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Prefered Portfolio Services

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Contact Information:

Dan Novotny, CRPC®, CFS®:
DNovotny@BreedsHillWM.com
407-599-9101
1-800-599-5077

Kirk Tassell, CFP®:
KTassell@BreedsHillWM.com
407-599-9100
1-800-599-0338

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