Mount Pleasant, SC
Patrick Traverse
Hi, 👋 I’m Patrick. I work with business owners across the United States who want a clearer, more intentional approach to managing their finances.
I help entrepreneurs bring together cash flow, investments, and tax-aware planning so their personal and business finances work together. My approach is shaped by my early career as a professional hockey player, where I saw how hard it can be to find advice that looks at the full financial picture.
Patrick
’s team
Savvy Investment Team
Elena Schumakoff
Elena serves as a Senior Client Service Associate, where she supports financial advisors in keeping client operations running smoothly and ensuring their clients receive a seamless, high-quality experience. She handles the behind-the-scenes work that makes it all possible: account administration, onboarding, and day-to-day support. With over seven years across financial services, client service, and operations, she's known for her attention to detail, professionalism, and commitment to building trust across every relationship. She holds a business degree from Saint Joseph's University in Philadelphia and is dedicated to continuous growth within the wealth management industry.
Our goal is to bring every moving piece of your financial life together into one coordinated strategy so you can grow your wealth with clarity and control.
Meet with
Patrick
Featured in:
No items found.
Our team
How can I help?
Take control of your financial future
Financial Planning & Analysis
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
Published Content
Patrick
’s published work
Patrick
’s resources
Get to know
Patrick
Patrick Traverse is a Wealth Advisor with over a decade of experience working with entrepreneurs and business owners across the United States. His work centers on helping clients coordinate their business finances with their personal financial lives so they can make more intentional decisions about their money.
Patrick’s journey into financial planning began during his career as a professional hockey player. Early in his career, he realized he needed financial guidance that addressed more than investments. He wanted help understanding cash flow, taxes, and long-term planning decisions that influence how wealth is built over time. When he struggled to find that kind of guidance, he began learning these areas himself.
That experience shaped his perspective and ultimately led him into financial advising. Today, Patrick focuses on helping business owners build structured financial strategies that support both their personal goals and the growth of their businesses.
Patrick holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, is an Enrolled Agent (EA) authorized to represent clients before the IRS, and holds the Certified Exit Planning Advisor (CEPA™) designation. These credentials support his work helping entrepreneurs plan for long-term financial growth, tax efficiency, and eventual business transitions.
Connect with
Patrick
:
How did you become a financial advisor?
My journey to becoming a financial advisor began during my career as a professional hockey player. Early on, I realized I needed Holistic financial advice that addressed the bigger picture. Most advisors I spoke with focused almost entirely on managing investments, but what I needed was help with cash flow, taxes, and long-term financial planning.
Because I couldn’t find that type of guidance at the time, I started learning these areas myself. Along the way I discovered many entrepreneurs and professionals were facing the same challenge. They were receiving pieces of advice but not a coordinated strategy.
That experience ultimately led me to the financial planning profession and to building Breakaway Financial Group.
What types of clients do you work with?
I primarily work with small business owners across the United States who want a more organized and intentional approach to their finances.
Many of my clients are successful entrepreneurs who have built strong businesses but want help bringing clarity to their personal and business financial strategy. My goal is to help simplify the financial side of their lives so they can focus on running and growing their companies.
What areas of expertise do you have?
My work focuses on coordinating the areas that influence long-term financial progress for business owners. This includes cash flow management, investment planning, and tax-aware financial strategies.
Because many entrepreneurs have a significant portion of their wealth tied to their businesses, I also focus on integrating business finances with a broader personal financial plan.
What kinds of strategies do you help clients with?
Many of the strategies we focus on help business owners manage cash flow more effectively, invest consistently, and improve tax efficiency over time.
This often includes building systems for saving and investing from business income, structuring tax-aware investment approaches, and planning for major financial decisions such as reinvesting in the business, preparing for retirement, or evaluating a future business exit.
What is your favorite part of working with clients?
I enjoy helping clients gain clarity and confidence around their financial future.
Many business owners are very skilled at running their companies, but their personal finances can feel fragmented or uncertain. When we help bring everything together into a clear strategy, it’s rewarding to see the sense of confidence that comes with having a plan.
I also enjoy the coaching aspect of the relationship. Long-term progress rarely comes from one decision. It comes from consistent actions over time.
What is it like partnering with Savvy?
What I appreciate most about working with Savvy is the combination of technology and support that allows me to focus on serving my clients.
Savvy’s platform streamlines many of the operational aspects of running a practice, which allows me to spend more time helping clients think strategically about their financial lives. It is also a collaborative environment where advisors share ideas and insights that help improve the solutions we deliver to clients.
Connect with
Patrick
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Patrick Traverse is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Breakaway Financial Group. is an independent marketing brand name used by Patrick Traverse for advertising and marketing purposes only. All advisory services are offered through Savvy Advisors. Savvy Wealth Inc. is the parent company of Savvy Advisors and operates as a technology company. This website may include information about both Savvy Wealth Inc. and Savvy Advisors. Savvy Advisors is an SEC registered investment adviser. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Diversification does not guarantee a profit or protect against loss. For information about Savvy, visit our website: www.SavvyWealth.com . For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS.