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Trevor C
Series 66
St. Louis, MO
Breiter Wealth Management, LLC
Trevor Czerniejewski is a financial advisor at Breiter Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including LPL Enterprise, Brookstone Capital Management, and Edward Jones. Breiter Wealth Management provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm uses a Modern Portfolio Theory-based approach with diversified, ETF-focused model portfolios constructed and managed in-house.
Joshua R
Series 63, Series 65
St. Louis, MO
Breiter Wealth Management, LLC
Joshua Reesman is a financial advisor at Breiter Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Goldman Sachs, State Street Global Advisors, and Foundations Investment Advisors. In addition to his advisory role, he provides tax, insurance, and non-legal estate planning administrative services through The Chamberlin Group. Breiter Wealth Management serves individuals, high-net-worth clients, corporations, and 401(k) plans, offering comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a Modern Portfolio Theory-based approach with diversified, ETF-focused model portfolios managed in-house and integrates various financial planning services including digital asset advice.
Cherish G
Series 65
St Louis, MO
Breiter Wealth Management, LLC
Cherish Grey is a financial advisor with Breiter Wealth Management, LLC in St. Louis, MO, holding a Series 65 credential and one year of industry experience. Prior to joining Breiter Wealth Management, she worked with Foundations Investment Advisors, The Chamberlin Group, and C2P Capital Advisory Group. Outside of advisory roles, she provides non-legal estate planning administrative services and insurance solutions through The Chamberlin Group. Breiter Wealth Management offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, corporations, and 401(k) plans. The firm employs a Modern Portfolio Theory-based investment approach using diversified, ETF-focused model portfolios managed in-house.
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