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Servicios
The Breakthrough Wealth Group team is a dynamic group of experts, each bringing unmatched expertise and dedication to our clients.
Our Approach
Trust and Integrity
At Breakthrough Wealth Group, we understand the complexities and stress that can come with planning your financial future. That’s why we are committed to creating dependable strategies that provide the stability you need to live your life to its fullest.
Trust and integrity are the cornerstones of our relationships with clients and business partners. Our holistic approach to wealth management goes beyond finances—we prioritize nurturing strong relationships, promoting a healthy lifestyle, and fostering both personal and financial growth.
Our Dynamic Team
Our team includes specialists in life and annuities, as well as experienced attorneys, CPAs, Certified Financial Planners and Financial Advisors. We are passionate in providing comprehensive financial solutions tailored to meet the unique needs and aspirations of every client.
Juan E Nunez
Founder & CEO
Juan E. Nunez is a distinguished business leader, investor and financial expert with extensive experience in financial planning and leadership coaching. He leads a team dedicated to empowering individuals and communities through strategic financial education. His work extends beyond traditional financial services; he is deeply involved in philanthropic efforts such as his non-profit company Coaching Leaders Academy, where he supports underprivileged individuals and partners with other organizations to build essential skills and a strong mindset to develop successful people in the community. Juan's dedication to empowering others is further demonstrated through his role as a founding partner of 'The John Maxwell Team,' where he conducts impactful workshops on financial literacy and leadership. He is also the author of "The Birthday Gift," a book designed to inspire readers to recognize and embrace their blessings.
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Our Clients
We combine a deep understanding of financial markets with a personal touch, taking the time to thoroughly review your current situation, retirement goals, and risk tolerance. Our mission is to deliver a diversified plan that aligns with your needs while empowering you to embrace a prosperous future with confidence.
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Entrepreneurs
We guide you through every stage of your business lifecycle with tailored financial solutions. Whether you're managing variable income streams, optimizing tax strategies, or planning for growth, our expertise ensures that your financial framework supports both your business and personal wealth. From liquidity and exit strategies to succession planning and capital gains management, we address the critical needs of CEOs, founders, and business partners to help you overcome unique planning challenges and achieve your entrepreneurial vision.
Small Business Owners, Start-Up Founders, Scalable Businesses, Freelancers, E-Commerce, etc.
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Public Service Professionals
We deeply appreciate the commitment as a public servants and all those who dedicate their lives to serving the community. We are dedicated to supporting your financial journey by providing tailored solutions to help you effectively grow, protect, and save your wealth. We understand the importance of securing your family’s future and building a lasting legacy.
Teachers, Police Officers, Political Figures, etc.
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Soluciones financieras
Ya sea que esté planificando su jubilación, protegiendo sus activos o construyendo un legado duradero, nuestro equipo experimentado está aquí para brindarle soluciones personalizadas que se alineen con su visión para el futuro.
Coaching Young Men
Our non-profit Coaching Leaders Academy is a program that teaches young men in their 20's invaluable skills that they don't typically learn in the traditional system.
Sleep Campaign
Our Sleep Campaign is committed to bringing comfort and relief to families in need in the Dominican Republic. We are collecting essential bedding items—pillows, sheets, blankets, and mattresses—to support those who sleep on the floor with little or no bedding. By donating, you’ll help improve the quality of sleep and overall well-being for these families, ensuring they experience the comfort they deserve. Your contribution will directly impact lives, providing warmth and hope where it’s needed most. Join us in our mission to bring restful nights and brighter futures to those less fortunate.
Coaching Leaders Academy
Coaching Leaders Academy, is a transformative nonprofit devoted to empowering young men to become successful, well-rounded individuals. By filling the gaps left by traditional education, they offer essential life skills like financial literacy, self-defense, and personal style. Through personalized workshops and mentorship, they equip young men with the tools to excel both personally and professionally. At Coaching Leaders Academy, they are dedicated to unlocking potential and creating leaders who will make a lasting, positive impact on the world.