Brecken Capital Advisors, LLC offers seamless financial management & planning across business & individuals lives to protect & growth assets by actively managing risk. Our two basic services are Asset Management & Financial Planning. The cornerstone of our investment philosophy is by offering portfolios designed by us we believe we can provide better insight & risk management so that wealth can be protected and grow. Essentially, we bring personal portfolio management to clients vs through a third party fund. In addition, for business owners through our affiliate, Charlotte Consultant Services, LLC we offer CFO/Bookkeeping services that focus on profit & value creation. For individuals & owners we leverage this to provide more insight & analysis into their cash flow to better plan & so that it can be increased.