Your success is the result of perseverance and commitment.
We’re here to help you build on that success through independent, high-touch wealth management solutions.
Financial Advisors that are… Fiduciaries First, Fee-Only, Highly Experienced
Breakwater Capital Group is a fee-only fiduciary, serving as an investment advisor that delivers client-centric services that we felt were lacking from large financial institutions.
With over 50 years of collective financial services experience, our team is focused on assisting individuals in managing the day-to-day oversight of your wealth while ensuring you have an effective plan and strategy to deal with life’s uncertainties.
Our Three Guiding Principles
At Breakwater Capital, our role extends beyond being your financial advisor. Think of us as your financial advocates.
Our firm’s philosophy centers on three core principles that serve as our guide to every action that we take. The bottom line: We’re here to help you make informed choices while ensuring that your wealth management plan aligns with your life goals and aspirations.
Passion
Collaboration
Commitment
We understand that the intricacies of the market, often irrational and complex, can cause sleepless nights. Our primary goal is to guide you toward the highest success possible.
At Breakwater, we help you navigate the intricate aspects of your financial life. We stand with you, ready to adapt and respond to life’s evolving circumstances.
As fiduciaries, we always focus on doing what is right for you. This is done through comprehensive planning and investing strategies built around your needs.
Passion
We understand that the intricacies of the market, often irrational and complex, can cause sleepless nights. Our primary goal is to guide you toward the highest success possible.
Collaboration
At Breakwater, we help you navigate the intricate aspects of your financial life. We stand with you, ready to adapt and respond to life’s evolving circumstances.
Commitment
As fiduciaries, we always focus on doing what is right for you. This is done through comprehensive planning and investing strategies built around your needs.
Feeling Lost at Sea with Your Finances? Breakwater Capital Can Be Your Guide.
Download our complimentary eBook: Secure Your Financial Future: A Guide for Choosing the Right Financial Advisor
Comprehensive Wealth Management Solutions
As a successful person, you may not have the time or inclination to oversee the daily nuances of managing your wealth. That’s where we step in.
Our services are fully customized to you and your family’s needs. You get the benefit of sophisticated wealth management services without the expensive overhead.
Estate & Legacy planning
Investment Management
Financial Planning
Tax Planning
College Planning
Divorce
Life Events
Breakwater
capital group
Investment Management
Financial Planning
College Planning
Life Events
Divorce
Tax Planning
Estate & Legacy planning
Real Experience, Real Results
From Our Clients
These statements are from current clients and may not represent the experience of other clients and do not guarantee future performance or success; no compensation was exchanged for these recognitions.
Breakwater Blog
Bridging the gap between industry news and your personal experience
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If you’re in search of innovative wealth management solutions or are starting a new chapter in your financial life, let’s connect.
