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Our Wealth Management Services

Why Breakwater... A breakwater is a manmade structure that serves to protect against the wave energy, both regularly occurring and the unexpected, that over time takes its toll on the shoreline. The advisor serves in an analogous capacity when it comes to his client’s financial picture. From portfolio construction to security selection, behavioral coaching to portfolio oversight and trading, these factors among a number of others work toward ensuring a resilient, healthy and enduring financial landscape.