Contact
- josh@breiterwealth.com
- (636) 373-9300
- 2 Cityplace Drive, Suite 200
St. Louis, MO 63141
Breiter Wealth Management LLC is an independent fiduciary firm, SEC-registered as an investment adviser and founded in Missouri in 2026.
The name is a tribute. Harold Breiter — Josh Reesman's maternal grandfather — was a small-business lender who spent his career helping manufacturers and entrepreneurs grow companies for their families. During the S&L crisis, Harold chose personal bankruptcy rather than pass losses to the clients who had trusted him. He was a humble man, well respected in his community, and the example Josh grew up watching of what it means to do business as a gentleman. Harold's father, Samuel Breiter, founded Samuel Breiter & Co. in the 1940s — a generation earlier, the same instinct: serve the client in front of you, plainly and honestly. In 1958, the U.S. Court of Appeals for the Second Circuit upheld the firm's secured-lending practices in New York Credit Men's Adjustment Bureau v. Samuel Breiter and Co., affirming that non-banking commercial lenders could validly make the kind of discounted, secured loans Samuel had built his business around. The decision helped shape the legal foundation for what we now call private credit.
BWM is not a continuation of either firm. It is a new firm built in their spirit.
We started this firm because the wealth management industry, for most of its history, has been organized around the people selling products rather than the people buying advice. We wanted to build the opposite: a truly independent RIA, structured as a fiduciary, where the planning is uncompromising, the technology earns its place, and the fees are stated plainly. We believe sound financial decisions should be accessible to more households — not gated behind sales quotas or proprietary product shelves.
The operating principle is the golden rule. The structure — an independent fiduciary RIA — is what lets us actually follow it.
We don't think we're geniuses. We're students. The frameworks we use to plan, to invest, and to make decisions all come from people who spent decades thinking about these problems before us — and we built BWM by standing on their shoulders.
Two examples we lean on every day:
John Boyd and the OODA Loop.A U.S. Air Force colonel and fighter pilot, Boyd developed a framework — Observe, Orient, Decide, Act — that became foundational to military strategy and modern decision-making. We use it in our client onboarding and in every plan review. Your financial life changes; the macro environment changes; the tax code changes. A plan that doesn't cycle becomes wrong. Ours cycles by design.
Keith McCullough and Hedgeye Risk Management. Keith founded Hedgeye in 2008 after a buy-side career. The firm's central observation: asset prices are organized around two variables — the rate of change in growth and the rate of change in inflation — and ignoring those variables is what gets investors hurt. We subscribe to Hedgeye's research and use the macro framework as a key input to our investment process.
Reading. Absorbing. Incorporating. We expect our clients to do the same — and the more we can ground our work in history, education, and professional rigor, the better we can serve you.
I grew up in Rockville Centre on Long Island and went west for college — to Principia College in Elsah, Illinois, where I graduated in 2007 with a double major in Mass Communications and English Literature. I played two sports there — captained the baseball team and earned all-conference honors in football — and I spent the campus end of my Mass Comm major behind the camera as a sports anchor for the campus television station and as director of our 2004 election coverage. It's where I met my wife, Heidi. The way I work, and the way I treat people, took shape during those four years.
I didn't plan a career in finance. I took the LSATs and was looking at law school, but I graduated into the Great Financial Crisis, and the paralegal jobs I needed to bridge into law school had evaporated. An ad caught my eye looking for “entrepreneurial-minded individuals interested in holistic planning,” and in 2009 I started at Northwestern Mutual. I spent four years there learning what I didn't want to become: an insurance salesman. No disrespect to insurance salesmen — but it became clear to me over time that the advertised promise of “holistic planning” was more aspirational than achievable inside that model.
I moved to HSBC in New York looking for the wider range of services I'd wanted to offer at Northwestern Mutual — more of what I could actually do for a household across the table. Two years in, Heidi and I knew we wanted to start a family in the Midwest. HSBC didn't have branches where we wanted to live, which meant starting over. We moved Heidi to Chicago first, before she had a job there, and I stayed in New York working at HSBC while I looked for the next role. In 2014 I was hired by Goldman Sachs Asset Management into their Chicago office on the institutional sales desk working directly with independent advisers, RIAs, trust companies, and money managers. Two years later, I was promoted to lead the firm's Midwest Region from St. Louis — a move we made in late 2016, right before our first child, Rian, was born. After Goldman I made a lateral move to State Street Global Advisors for another three years in a similar institutional role. Those institutional years taught me how the machinery of the markets actually works — how strategies are constructed, how risk is sized, how the largest investors in the world make decisions. It's a perspective most advisers working with families never get to see firsthand.
In 2021, with our third child on the way, I came off the road. The institutional travel schedule wasn't compatible with the family I wanted to be present for, and I missed the work I'd started in — sitting across the table from a real household and helping them figure out a real plan. That November I joined a financial advisory firm here in the region as a holistic planner.
The work grew year over year. In 2023 I was named Planner Team Director and joined the firm's executive leadership team, responsible for the planning team's growth, training, and hiring; that same year my individual practice ranked #5 of approximately 100 advisors firm-wide on new client assets brought to the firm.1 In 2024 I was promoted to Lead Holistic Planner amidst my responsibilities for handling the team's most complex households, and the practice ranked #2 of approximately 100 advisors on the same measure.1 In 2025 our team was part of a larger move into Foundations Investment Advisors — a national platform of approximately 500 advisors — where my individual production for the year placed at #26 nationally.1 Those years deepened both sides of the craft for me: the planning itself, and what it takes to build planners who can do it well.
I founded Breiter Wealth Management in 2026 because I wanted to do this work the way I believe it should be done: independently, as a fiduciary, with advanced planning paired to best-in-class technology, and at a fee structure that reflects the work rather than the legacy economics of the brokerage industry. I'm a Certified Financial Fiduciary® and a National Social Security Advisor®, and those credentials matter to me because they reflect the standard I want to be held to.
I'll be plain about who I work best with: people who care for their families and value planning to ensure success. It is not enough to have money — if you don't have the values, we won't be a good fit. The clients I serve well are people who want a thoughtful partner for the long arc of their financial life, not a salesperson and not a button to push.
When I'm not working, I'm with Heidi and our three kids — Rian, Xander, and Olivia — usually at a Taekwondo tournament or one of their fields. We live in Chesterfield, Missouri, with a young Rhodesian Ridgeback named Copper, and we're chasing our black belts as a family.
My family's ties to Principia run deep — my grandmother attended and served as a trustee, my parents met there, and both of my siblings went there too. I grew up in Hutchinson, Kansas, and given those deep family ties, Principia College in Elsah was the natural choice for me. There I studied Business Administration with a minor in English Literature, ran cross country, and graduated in 2008. It's also where I met Josh.
My first chapter after college was five years at Haier America in New York. I started as a Pricing Administrator and moved up through Pricing Manager and Pricing & Promotions Manager before stepping into a Product Manager role over the microwave, range, and dishwasher lines. Along the way I learned how to run budget-vs-actual analysis, build and enforce SOPs, manage SAP data, train sales teams, and coordinate forecasting and procurement with Haier's headquarters in China — including a stretch on-site there. It was a fast education in how an operations function actually supports a business.
In 2014 Josh and I moved to Chicago, and I joined Executive Coaching Connections, a firm that coaches senior leaders inside large enterprises. I spent nearly six years there, starting as an Administrative Assistant and being promoted to Assessment Coordinator. I ran 360-assessment launches and tracking, produced monthly engagement reports for client HR Directors and Talent VPs, trained affiliate coaches on the firm's coach management system, and handled the calendaring and travel that keeps a senior partner moving. When we moved to St. Louis in late 2016, I stayed with ECC remotely; the firm taught me how to keep a precise, confidential operation running smoothly for sophisticated clients.
When my role at ECC wrapped up in 2020, I stepped back from full-time work to focus on our family. Coming back into the workforce through BWM has been the right kind of challenge — building something with Josh, applying the operational habits I've built over the last fifteen years, and getting to do it for clients who are planning the most important chapter of their own lives.
At BWM I run vendor and technology management, and bookkeeping. The goal is straightforward: the firm runs cleanly so Josh and the advisory team can spend their attention on clients.
Paul Felsch serves as Breiter Wealth Management's Chief Compliance Officer through his St. Louis–based consulting practice. This outsourced arrangement is intentional: it gives BWM a dedicated, independent compliance leader with two decades of regulatory experience, without asking a boutique firm to staff a function that scales better through specialization.
I'm Breiter Wealth Management's outsourced Chief Compliance Officer. My consulting firm and I serve a roster of investment advisers as their dedicated compliance leader.
I earned my JD after undergraduate studies at the College of the Holy Cross.
Outside of client work, I stay close to the regulatory community in ways that keep my practice sharp. I'm a member of the National Society of Compliance Professionals and sit on its Regulatory Advisory Committee. I'm a member of the Investment Adviser Association and speak at IAA events. From 2020 through early 2025, I served on the Investment Company Institute's CCO Committee. I contribute to AdvisorHub on adviser-compliance topics, and I also present to the Financial Planning Association of Greater Kansas City. Closer to home, I serve on the Missouri Arts Council by appointment of the Lieutenant Governor.
My role at BWM is straightforward: I help the firm meet its obligations as a fiduciary adviser, I keep the policies and procedures current, and I'm available to Josh and Heidi when a question needs a real answer rather than a hedge.
I'm Roc Khalil, and I lead technology at Breiter Wealth Management. I came to this work as a software engineer. I earned my MBA through the MBA International Paris program — run jointly by Université Paris Dauphine-PSL and IAE Paris-Sorbonne Business School — and I spent more than a decade building web applications and leading engineering teams before BWM.
At BWM I build and run the systems behind the work clients actually touch: the planning portal, the analytics that drive the plans, and the engineering that lets a boutique firm deliver coordinated, year-round planning without a large back office. The principle I hold to is simple — technology earns its place by making the advice better and the experience clearer, never by adding a layer between you and your plan.
Cherish Grey is the day-to-day point of contact for the families Breiter Wealth Management serves. She coordinates meetings, guides new clients through onboarding, and follows through on the details between conversations so nothing falls through the cracks.
When you call BWM, Cherish is often who you'll reach — and the standard she holds is simple: the relationship should feel as clear and well-run as the planning behind it. She is a registered investment adviser representative and a Certified Financial Fiduciary®.
Jeremiah Hathorn, CPA, is the Founder & Principal of Hathorn Advisory Group, an independent accounting and tax firm. Through a working partnership between the two firms, Hathorn Advisory Group provides CPA and tax services — including tax strategy and compliance — alongside the planning Breiter Wealth Management delivers.2
Recognized: Forbes America's Top 200 CPAs (2025). In 2025, Jeremiah Hathorn was named to Forbes' America's Top 200 CPAs list, recognizing him among the nation's most influential certified public accountants. This recognition is of Jeremiah Hathorn and Hathorn Advisory Group, his independent firm — it is not a rating of Breiter Wealth Management or its advisory services.3
Jeremiah built Hathorn Advisory Group around driven business owners and local leaders — the people putting in long hours and making the hard calls that build stronger companies and steadier communities. He knows the realities of running a company firsthand: the tension between vision and cash flow, and the decisions that don't wait.
His work goes past the return and the ledger. Whether a client is leading a family business, scaling a startup, or overseeing a public organization, the aim is the same — clear insight, steady guidance, and practical tax strategy that helps them manage today while preparing for what's next. It's a fit with how BWM works, which is why we partner with him.
The arrangement exists for a plain reason: tax is too central to a real financial plan to hand off and hope it lines up. Coordinating a credentialed CPA with your planning means the tax work and the plan are built against each other from the start, not reconciled after the fact.
Jeremiah and Hathorn Advisory Group are independent of Breiter Wealth Management. Hathorn Advisory Group is not owned by, and is not a division of, BWM; BWM does not itself provide tax, accounting, or CPA services. Tax and accounting services are provided by Hathorn Advisory Group under its own engagement.
We are built for households that take their financial lives seriously and want a partner who will do the same. Josh said it plainly when we started this firm:
I work best with people who care for their families and value planning to ensure success. It's not enough to have money — if you don't have the values, we won't be a good fit.
That's the filter, and it's a filter that runs in both directions. Clients deserve an adviser whose values match theirs as much as we deserve clients whose values match ours.
What we promise the families we serve:
If that sounds like the relationship you're looking for, we'd like to meet you.
1. About prior-firm production rankings.The rankings cited in Josh Reesman's biography reflect his individual production at his prior firms during the calendar years stated. The methodology for all three years is the same: total net assets gathered — defined as net new client assets contributed to firm growth during the calendar year. This is a sales/production metric, not an assets-under-management snapshot, and it measures growth contributed at the prior firm, not investment performance delivered to clients of Breiter Wealth Management.
Prosperity Capital Advisors had approximately 100 investment adviser representatives in both 2023 and 2024 and approximately $4 billion in assets under management per its Form ADV filings. The Foundations 2025 ranking was provided by Magellan Financial, Foundations' parent organization. The approximately 500 figure represents the total number of investment adviser representatives affiliated with Foundations at the end of 2025, including IARs directly registered with Foundations Investment Advisors LLC and IARs at affiliated registered investment advisers that use Foundations as their turnkey asset management platform. Foundations Investment Advisors LLC's own Form ADV separately reports approximately 300 directly registered investment adviser representatives and approximately $10 billion in regulatory assets under management through Foundations Investment Advisors as of its most recent filing, which reflects only the directly registered subset of the broader affiliated network.
Neither Josh Reesman nor Breiter Wealth Management paid any compensation in connection with these rankings. Past performance does not guarantee future results, and an advisor's prior production volume at a different firm should not be construed as a representation of future investment performance or returns for any BWM client.
Sources: Prosperity Capital Advisors (2023, 2024); Foundations Investment Advisors (2025).
2. About our independent tax partner. Hathorn Advisory Group is an independent firm, separate from and not owned by Breiter Wealth Management. BWM and Hathorn Advisory Group maintain a working relationship under which Hathorn Advisory Group provides tax and accounting services to BWM clients who choose to engage it; those services are rendered by Hathorn Advisory Group under its own separate engagement and are not provided by BWM. BWM does not provide tax, accounting, or legal advice. Neither BWM nor Hathorn Advisory Group pays the other any compensation for client referrals. Nothing here is an offer of, or a guarantee of, any particular tax outcome.
3. About the Forbes CPA recognition.The Forbes recognition cited above — “America's Top 200 CPAs” (2025) — was published by Forbes in 2025. The methodology and the data provider behind the list are not independently confirmed here; the recognition is attributed to Forbes as the publisher of record. The recognition is of Jeremiah Hathorn and Hathorn Advisory Group, an independent firm separate from and not owned by Breiter Wealth Management. It is not a rating of Breiter Wealth Management, of its advisory services, or of any client's experience with BWM, and it does not reflect any BWM client outcome. A third-party rating or recognition is not indicative of future results and is not a guarantee of any particular outcome.