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Your Best Years Lie Ahead

Comprehensive Financial Planning, Investment Management, Tax & Estate Planning, College Planning & Divorce Planning

Financial Planning
Investment Management
Tax and Estate Planning
Life Events


Comprehensive Wealth Management

An Investment Advisory firm offering a customized approach designed to meet your personal investment goals. 

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Impartial Advice & Accountability

Aligned interests tied to positive client outcomes are our North Star. Our customized approach makes sure that a client's financial well-being always takes precedence. You can trust our financial advisor partnership to be an open and transparent relationship. From financial planning, investment management, tax & estate planning, college planning to divorce and other life events.

Clear Vision & Direction

Holistic wealth management, financial advisor, investment management and consulting services. At Breakwater Capital, we go beyond traditional financial planning. As an experienced wealth management firm, we take pride in offering our clients a comprehensive and personalized approach to achieving their financial goals. Whether the focus is on building wealth, preserving what you've accumulated, or distributing it wisely, our expert team is here to provide you with the thoughtful guidance necessary to navigate the complexities of the financial landscape.

Who We Serve

At Breakwater Capital Group, our dedicated team of financial professionals are committed to serving a diverse clientele with tailored solutions to meet their unique financial goals. Our comprehensive range of services is designed to cater to individuals and families at various stages of life, ensuring a personalized approach to wealth management. Here's who we serve and a brief description of our services:

High Net Worth Individuals

For high-net-worth individuals seeking sophisticated financial strategies, we provide specialized wealth management services. Our team is adept at navigating complex financial situations as we look to optimize the portfolio's risk and return profile.

Investment Strategy

Our experienced advisors develop personalized investment strategies based on your financial objectives, risk tolerance, and time horizon. Whether you're focused on capital preservation, income generation, or aggressive growth, we are able to tailor investment plans to align with your unique goals.

Retirement Planning

Planning for a secure and fulfilling retirement is a cornerstone of our services. Whether you're approaching retirement or just starting your career, we work closely with you to create a customized retirement plan that aligns with your lifestyle aspirations and financial objectives. We are constantly checking back to make sure we are on course.

Tax Planning

Efficient tax planning is crucial for maximizing wealth and preserving assets. We employ a proactive approach to tax planning, identifying opportunities for optimization and implementing strategies to minimize tax liabilities within the bounds of existing tax laws.

Estate Planning

Preserving and passing on wealth in a tax-efficient manner is a key aspect of our estate planning services. We collaborate with legal professionals to create comprehensive estate plans that reflect your wishes and protect the financial well-being of future generations.

Divorce Planning

Navigating the financial complexities of divorce requires a strategic approach. Our team understands the nuances of divorce planning and can assist you in making informed decisions regarding asset division, spousal support, and long-term financial stability.

College Planning

Investing in education is an investment in the future. We help families plan for the costs of higher education, offering guidance on savings strategies, investment vehicles, and financial aid options to ensure that educational goals are achieved without compromising long-term financial well-being.

We believe that successful financial planning is the cornerstone of a secure and prosperous future. Our holistic financial planning services are designed to address your unique circumstances and goals. Our commitment is to empower you with the knowledge and strategies needed to make sound financial decisions.

Whatever your financial objectives may be, our team is here to guide you on your path to financial success.

 What Our Clients Are Saying

I feel that my goals and needs are well-understood. My questions are answered promptly with explanations I can follow. I get the support I need when I need it.

- Barbara S.

I feel very comfortable working with the individuals at Breakwater. I value all the advice they have given me. They respond quickly to my questions. They are like family to me.

- Carol K.

Always very positive experience, great insight, brings up issues and info I wasn't aware, other help info.

- Ed L.

We are very comfortable with and have immense trust in Jeff and his team. Their understanding of our situation coupled with actually listening to us and providing creative solutions makes Breakwater #1 for us.

- Karl P.

Availability, responsiveness, attention to detail, and personal connection are attributes that are important to me, and I appreciate those qualities at Breakwater.

- Christine M.

These statement(s) may not be representative of the experience of other clients and does/do not guarantee future performance or success; no compensation was exchanged for this/these recognition(s).