Profile
“Westfield Specialty and I have been trying to make sure we are opportunistic in the marketplace and that has allowed us to grow profitably and create a broader and more diversified portfolio”
Jack Kuhn
Westfield Specialty
Disclosure
Nicholas Breit was recognized by InvestmentNews as a Five-Star Financial Planner. The award was announced on April 14, 2025. InvestmentNews conducted a nationwide survey between November 18 and December 13, 2024, to recognize outstanding financial planners in America. The survey sought nominations for financial professionals who exemplify excellence, integrity, and dedication in helping clients achieve their financial goals. Three hundred surveys were received, awarding 75 winners. Participants were asked to provide detailed information on nominees, including professional credentials, areas of expertise, and significant achievements.
Fiducient Advisors made a payment of $2340 to display this ranking. Ratings are not indicative of Fiducient Advisors’ future performance.
500 W. Madison Street, Suite 3260, Chicago, IL 60661
800 260 5445
nbreit@fiducient.com
https://www.linkedin.com/in/nicholas-breit-cfa-cfp%C2%AE-735ba4/
FiducientAdvisors.com
Nicholas Breit
Partner, Director of Financial Planning
Fiducient Advisors
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“The biggest challenge is getting everyone comfortable with the pace that I’m looking for to drive our buildout and growth. How I deal with it is by being open and transparent, and responsive to questions or concerns”
Jack Kuhn
Westfield Specialty
2003–2007
2007–present
2017–Present
2016–present
2022–Present
Senior Financial Planner at The Ayco Company
2003-2007
Partner, Director of Financial Planning at Fiducient Advisors
2007–
present
Principal, Senior Consultant at Fiducient Advisors
2017–
Present
Year: Chairman’s honours at b/d (top 4%)
2017: Investment New Tech Award
2017–2024: Five-Star Wealth Advisor, NH
2017–2024: Forbes’ Best-in-State Wealth Advisors, NH, 2024
2017–2025: Forbes’ Top Women Best-in-State Wealth Advisors (#1 in NH four years running)
2019: Kennebunk Chamber Driven Women Award
2021: Commonwealth Special Services Award (Most Distinguished Award)
2016–
present
2022: Nvest Financial LLC became a SEC-registered RIA (maintained hybrid status while still utilizing Commonwealth Financial)
2022–Present: Co-Founder and president of Operation Love from Home
2024–Present: Member of the Board of Directors at Kennebunk Savings
2024: Business NH Magazine: Top Women-Led Business, Advisor Hub: Advisors to Watch (Under $1B, #94 of 250)
2025: Forbes Best-in-State Wealth Management Teams
2022–
Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Kuhn says, “I would say my career has been one of more of chance and opportunities than a set plan. And it’s interesting how one decision has a ripple effect on putting you on a different path than maybe where you thought you would be.”
He highlights his spell at Endurance as his biggest professional achievement to date.
“It took some time, but we took them from really being viewed as a reinsurance company to being viewed as a global insurance company.”
It’s this type of innovative attitude that is powering Westfield Specialty forward so successfully.
Kuhn explains, “Westfield Specialty and I have been trying to make sure we are opportunistic in the marketplace and that has allowed us to grow profitably and create a broader and more diversified portfolio.”
Part of this has seen the firm acquire the existing Lloyd’s of London Syndicate 1200 in February 2023. It is also Kuhn’s ingenuity that has allowed Westfield Specialty to outperform expectations in challenging market conditions.
“I would say it’s been the understanding that there is a limited window of time. We're in this unique market, we need to be fast and decisive to take advantage of market opportunities before the market begins to move away,” he comments. “Additionally, I'd like to say we move with a lot of speed, but we do it in a thoughtful and methodical approach, not just to be the first.”
However, it has been an intricate process to ensure his team are onboard with his vision. Kuhn places importance of explaining his targets and the blueprint to achieve them.
He adds, “The biggest challenge is getting everyone comfortable with the pace that I’m looking for to drive our buildout and growth. How I deal with it is by being open and transparent, and responsive to questions or concerns. This way, everything gets thoroughly discussed and resolved.”
With almost four decades in the industry, Kuhn has developed methods that have consistently delivered. It is why he has been tasked with so many leadership roles and he intends to maintain his focus on creating more success at Westfield Specialty.
“I think I am and have always tried to be methodical. I look at the big picture yet stay focused on executing the different opportunities or plans that I have in front of me. I don’t get emotional or make emotional decisions.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Kuhn joined Westfield Specialty in the firm’s first year (2021) and has established the company’s presence in the specialty market. By the end of 2023, the firm is expected to surpass $1.3 billion in GWP after writing $300 million in 2021.
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Nicholas Breit joined Fiducient Advisors in 2007. As director of financial planning, he is dedicated to providing investment services to individuals and families. He provides financial planning services that go beyond investment advice, including financial planning, estate planning, taxes, retirement, and family governance.
Nick spearheads the firm’s annual Financial Planning Guide, hosts numerous firm webinars, and contributes written insights. He is highly regarded for his thoughtful and practical financial expertise. His holistic approach to client service includes personalized advice, proactive planning sessions, and leveraging technology to enhance client experiences. He cares deeply about his clients and has a genuine interest in their overall well-being, not just their financial standing.
Prior to joining the firm, Nick was a senior financial planner with The Ayco Company, where he provided financial planning advice to corporate executives and affluent clients.
He earned a BA in Finance and Economics from the University of Illinois at Urbana-Champaign. He obtained the Certified Financial Planner (CFP®) designation from the College of Financial Planning and is a CFA® charterholder and a member of the CFA Society of Chicago.
Breit enjoys spending time with his family, playing golf, and long-distance running. He has completed four marathons and numerous half-marathons.
Disclosure
Nicholas Breit was recognized by InvestmentNews as a 5-Star Financial Planner. The award was announced on April 14, 2025. InvestmentNews conducted a nationwide survey between November 18 and December 13, 2024 to recognize outstanding financial planners in America. The survey sought nominations for financial professionals who exemplify excellence, integrity, and dedication in helping clients achieve their financial goals. Three hundred surveys were received, awarding 75 winners. Participants were asked to provide detailed information on nominees, including professional credentials, areas of expertise, and significant achievements. Fiducient Advisors made a payment of $2340 to display this ranking. Ratings are not indicative of Fiducient Advisors’ future performance.
Disclosure
Nicholas Breit was recognized by InvestmentNews as a 5-Star Financial Planner. The award was announced on April 14, 2025. InvestmentNews conducted a nationwide survey between November 18 and December 13, 2024, to recognize outstanding financial planners in America. The survey sought nominations for financial professionals who exemplify excellence, integrity, and dedication in helping clients achieve their financial goals. Three hundred surveys were received, awarding 75 winners. Participants were asked to provide detailed information on nominees, including professional credentials, areas of expertise, and significant achievements. Fiducient Advisors made a payment of $2340 to display this ranking. Ratings are not indicative of Fiducient Advisors’ future performance.