Jun 03, 2024 A Union of Expertise and Passion: Joshua LeBlanc Joins Forces with Breece Private Wealth Management of TSG Wealth Management
In the ever-evolving landscape of wealth management, partnerships are forged not only on the basis of professional expertise, but also on shared values and a commitment to client success. Today, we're excited to announce a new partnership within TSG, Joshua LeBlanc, MBA, has united with the Breece Private Wealth Management (BPWM) team.
Joshua, already a committed Managing Director at TSG Wealth Management, was looking to expand his offering and ability to provide even greater service within the company to his clients. This search led him to the Breece Private Wealth Management team and it is a testament to his unwavering dedication to making a positive impact in the lives of his clients. With a background rooted in professional sports and a passion for financial empowerment, Joshua brings a unique perspective and a wealth of experience to the table.
"Joshua's commitment to his clients and his genuine passion for helping them achieve their financial goals are truly remarkable," says Justin Breece, JD, CDFA®, CEPA®, founder of BPWM. "His journey from professional athlete to esteemed wealth management professional reflects a deep understanding of perseverance, determination, and the power of investment planning."
Indeed, Joshua's path to wealth management began on the baseball field, where he honed his skills as a professional athlete. However, it was his transition from the diamond to the world of finance that ignited his true passion. Witnessing firsthand the profound impact that informed financial decisions can have on individuals, Joshua embarked on a mission to guide others toward financial success.
Joshua's professional athletic background and Justin's past experience as a professional sports agent and owner of a sports and entertainment company has converged to form a dynamic team. With Joshua's firsthand knowledge of the sports world and Justin's background in representing athletes and entertainers, they offer a unique perspective to clients. Adding value not only as part of BPWM, but as part of the broader TSG Wealth Management Sports and Entertainment team too.
"I am thrilled to join forces with Justin and the team at Breece Private Wealth Management," says Josh. "Our shared sports backgrounds, commitment to client-centric service and comprehensive investment planning align perfectly with our values and aspirations."
BPWM has cultivated strong relationships with their clients, guiding them through every stage of their financial journey with care and expertise. Josh and Justin align on their dedication to helping individuals transform their financial dreams into reality. It has earned them both the trust and admiration of those they serve.
"Joshua's dedication to his clients and his deep-rooted passion for wealth management make him an invaluable asset to the team," says Mark Schulten, Managing Partner of TSG Wealth Management. "I’m excited to see members of our teams collaborating to provide our clients with the personalized attention and innovative solutions they need to navigate today's complex financial landscape."
With Joshua LeBlanc's expertise and Justin Breece's comprehensive planning-based approach, BPWM is well-positioned to continue its tradition of excellence and commitment to client success. As they embark on this new chapter together, they look forward to helping empower individuals and families to achieve their financial goals and pursue a life of prosperity and fulfillment.
In the dynamic world of wealth management, we feel the union of expertise and passion is a powerful force for positive change. With Joshua LeBlanc, MBA, joining Breece Private Wealth Management, the future is bright, and the possibilities seem limitless.
Visit the Breece Private Wealth Management team page to learn more and see how we can help you¡