Patrick Traverse, CFPĀ®, EA, CEPAā¢
Hi, š Iām 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.
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Mount Pleasant, SC
āOur 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.ā
How can I help?
Financial Planning & Analysis
Tax Optimization
āāInvestment Management
At Colorado Wealth Group, our philosophy is simple: provide clear, fiduciary-based financial planning and investment guidance. We focus on understanding what matters most to each client and delivering thoughtful, disciplined advice to support informed financial decisions. Many of our clients come to us after managing their own investments and deciding to work with a fiduciary adviser for added perspective and clarity.
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.
Patrickās 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 PLANNERĀ® (CFPĀ®) designation, is an Enrolled Agent (EA) authorized to represent clients before the IRS, and holds the Certified Exit Planning Advisor (CEPAā¢) designation. These credentials support his work helping entrepreneurs plan for long-term financial growth, tax efficiency, and eventual business transitions.
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 couldnāt 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.
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.
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.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
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.
A key part of our approach is focusing on execution, not just advice.
Many financial plans look good on paper but never get implemented. We work closely with clients to help them follow through on the strategies we develop together.
Drawing on the coaching mindset I developed during my athletic career, I work alongside clients to help them stay disciplined, make thoughtful decisions, and continue progressing toward their long-term goals.
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, itās 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 I appreciate most about working with Savvy is the combination of technology and support that allows me to focus on serving my clients.
Savvyās 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.
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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 CFPĀ®, CERTIFIED FINANCIAL PLANNERā¢, and CFPĀ® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organizationās initial and ongoing certification requirements to use the certification marks.
Patrick Traverse is an investment adviser representative with Savvy Advisors, Inc. (āSavvy Advisorsā). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (āSECā). 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: Ā www.SavvyWealth.com Ā . For more information about Savvyās investment advisory business, please see our Ā Form ADV Ā and Ā Form CRS.
