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Your Best Years Lie Ahead

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.

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.