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Featured Case Studies

Here at Breakwater Capital, we partner with our clients to walk through the various stages of life. Read more about our work in our case studies below.

Retirement Planning

Jack, age 60, has worked for the same company for 30 years and his wife Susan, is 58 owns her own small business. They both realized it was finally time to put pen to paper to formulate their retirement plan and start living the life they had been saving and investing for all these years. 

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College Planning

Married couple, Robert and June, are actively saving for retirement and would like to have a plan for college for their two daughters. Both Robert and June attended four year private colleges and they would like to be able to provide that option for each of their daughters.

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Cost Matters

By now it’s safe to assume you have heard about the power of compounding, how an investment made today will generate earnings (simple earnings) and those earnings will generate additional earnings (compound earnings) with the notion of exponential growth being theoretically possible.

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We all have a friend or two who have had the good fortune (they may tell you it was shrewd security selection) of investing in one company that has grown far in excess of their wildest imagination. The likes of Apple (AAPL) and Amazon (AMZN) come to mind, but others like Danaher (DHR), a life sciences company, or even Domino’s Pizza (DPZ) have seen moonshot performance nearly breaking the chart, when compared to an index like the S&P 500 with its own impressive track record. That success however creates a conundrum, which is somewhat similar to the circumstances many executive level professionals wrestle with, where that one company exerts perhaps too much influence over the portfolio performance.

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