Fee-Only Fiduciary Advisors in New Jersey, Colorado, and Massachusetts
When we formed Breakwater Capital, we wanted to be different from the big Wall Street firms with overhead and layers of fees.
Our team has invested thousands of hours acquiring the specialized knowledge we need to deliver high-quality advice and services. This includes several industry designations and certifications, such as:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Certified Divorce Financial Analyst (CDFA®)
- College Funding and Student Loan Advisor (CFSLA)
Let's Get to Work
If you’re in search of innovative wealth management solutions or are starting a new chapter in your financial life, let’s connect.
