Breske & Breske, Inc. - Who We Are
Breske & Breske, Inc. is a full-service financial services, executive and employee benefit firm committed to helping guide business owners and individuals on a personalized path to achieving their financial goals.
Bob Breske, wealth manager and planner, and his team have been working with businesses and individuals for over 30 years, providing them with the necessary guidance and services that help bring confidence in knowing your business and financial affairs are in proper order.
As Seen In...
Bloomberg Businessweek, Fortune, & Money Magazines
Kiplinger's Personal Finance Magazine
Why Choose Us?
Our mission is to build lasting relationships with our clients by providing them with the personalized service they deserve and the tools necessary to help achieve their financial goals.
Our Three-Step Process gives clarity in helping you achieve your business and personal goals:
| 1. Consultation | 2. Coordination | 3. Implementation |
Click the links below to learn about our Three-Step Process...
Contact us today to set up a complimentary 1-hour consultation!
We look forward to the opportunity to work with you.
Newsletters
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Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Car Affordability
How much can you afford to pay for a car?
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Savings Accumulation
Estimate the future value of your current savings.