Justin Breece, JD, CDFA®, CEPA®

Managing Director | 480-870-0401

Justin Breece brings a skill-set of an accomplished non-practicing Corporate Attorney and Investment Banker to select families, business owners and businesses, professionals and professional athletes / entertainers, charitable foundations and family offices. Justin is a comprehensive planning-based Wealth Advisor and Portfolio Manager Director with over 17 years of experience in financial services.

 

Justin joined TSG Wealth Management in 2022 by starting his group, Breece Private Wealth Management. Prior to partnering with TSG Justin was the Executive Director, Family Wealth Director and Alternative Investment Director for Morgan Stanley and a Wealth Advisor for UBS and Merrill Lynch in Scottsdale.

 

Justin earned his Juris Doctorate from Washington University in St. Louis, a B.B.A. from S.M.U.’s Cox School of Business and was recognized by Forbes Magazine as Forbes Best in State Wealth Advisor in 2018, 2019, 2020, 2021 and 2022. Since 2014, Justin has served as a guest speaker at A.S.U.’s W.P. Carey School of Business Masters of Finance class. He currently holds his Series 7, 65, 63 registrations and the Certified Exit Planning Advisor designation, a designation that is considered one of the highest standards for liquidity event planning. This designation coupled with his legal and investment banking background provides him with an expertise in guiding clients in all aspects of pre and post liquidity events (Sales of businesses, ESOPs, Acquisitions, Recapitalizations and Management Buyouts). He also has the highly regarded Chartered Retirement Planning Counselor SM designation. Justin has extensive experience with Long Term and Retirement Care and is also accredited to offer Life and Health insurance.

 

Whether Justin is helping you navigate estate planning strategies, business succession or asset allocation, his first step in creating a customized financial strategy is to listen. He wants to know your current concerns, the future you envision, and the past that brought you here. He then puts his multi-professional background and global experience to work, designing a financial roadmap that we’ll review and adjust as needed. He also works hand-in-hand with your trusted advisors, including attorneys and CPAs, to help ensure that your wealth management plan is both coordinated and comprehensive.

 

If you’re a business owner, you understand how complex business transitions can be. Creating and growing a successful business is seldom just about money, nor is the decision to exit the business—whether that exit is through an IPO, merger with another company, private sale or succession within the family. When the time comes, Justin has the experience to support and guide you through this process every step of the way.

 

Justin brings a Midwestern ethic to all that he does — an unwavering belief in hard work, perseverance, sincerity, and lending a helping hand. Marrying the benefits of being truly Independent with the robust resources of TSG and working with the full resources of a large financial firm behind him, he’ll help build, preserve, and protect your wealth so that you can meet your goals and pursue a life well-lived.

 

AZ License #0E37797

CA Insurance License #0L87358

Resident State AZ

 

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

You may not know about Justin Breece...

 

Justin is multilingual with French and recently obtained his dual citizenship. In addition, Justin has earned his Master’s in Bordeaux Wine and is currently studying to obtain his Master’s in French and Loire Valley Vine.