What Our Clients Say
“I had the pleasure of meeting Chris and John while running sales and strategy for a large national RIA platform. As part of my role, I was tasked with finding a trusted legal team that could work with our teams and understood the complexities of the independent wealth management space. After much due diligence, John and Chris proved to be a great fit – standing well above others we interviewed.
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A few years later, my husband and current business partner launched a national consulting firm serving the independent space. It was important that we not only retain a law firm who would protect us, but also one who understood the nuances of the independent wealth management place thoroughly. Our previous experience with Chris and John, coupled with our new complex landscape of being business owners, had us immediately retaining them as our outsourced general counsel – where they continue to serve today. We do not make an important business decision before consulting with them.
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Whether dealing with employee issues, launching a new firm or just wanting competent counsel who is immediately responsive to your needs, I can highly recommend Chris and John to mitigate and navigate all of the above!”
Kimberly Papedis
President
Fusion Financial Partners
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“Our Wealth Management Team was more than thrilled with John Vaughn, Chris Rowlett, and Breakaway Partners. They are thorough, very smart, skilled, thoughtful, and proved to be a great partner to lead us through an important time in our lives and careers. I would recommend John, Chris, and Breakaway Partners to any inquiring colleague without hesitation.”
Thomas J. Salvino
CEO
Performance Wealth
“Axxcess has engaged several firms over the years to guide a variety of regulatory and merger & acquisition decisions. Axxcess had not found a single firm that understood the unique complexities of our business, which requires significant industry, technical, and professional experience. With John Vaughn and Chris Rowlett of Breakaway Partners, Axxcess has found a firm that has exceeded every expectation. Uniquely, we are treated with the same “client-first” approach we use when serving our client needs. We benefit from their team approach that combines enormous experience, expert strategic and tactical advice, and a work ethic that makes us feel like we are their only client. Axxcess relies on Breakaway Partners as corporate outside general counsel, and have earned our unqualified respect and trust.”
Michael Seid, AIFA
CEO
Axxcess Wealth Management, LLC