Resources

Education leads to growing financial literacy, which leads to empowerment. That’s why we’ll be providing these resources (and more) going forward.

Meet Sophia

Our blog highlights real-life challenges and triumphs, emphasizing the importance of financial literacy and planning for women.

Blog

Here you’ll find our library of personal and business financial articles.

In the Media

Breakwater Capital Group explores financial issues and trends.

eBooks

Download our eBooks that cover key financial topics.

Case Studies

We partner with our clients to walk through the various stages of life. Read about our work.

FAQs

Answers to the questions we often receive.

FAQs

Answers to the questions we often receive.

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.