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.
In Assets Under Management ¹
Families & Individual Clients
Employee & Family Owned ²
Financial Advisors that aRE...
- Fiduciaries First
- Fee-Only
- Client Driven
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. We have verified this by summing the years of experience for all IARs and the number of years is, in fact, more than 50 years.
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
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 at a competitive cost.
WEALTH MANAGEMENT Services
Real Experience, Real Results
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.
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Secure Your Financial Future
A Guide for Choosing the Right Financial Advisor
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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.