We Aren’t Your Typical Investment Advisory Firm

At Breakwater Capital, we don’t believe in cookie-cutter, one-size-fits-all financial plans or investment strategies. We take great pride in building personalized, unique financial plans based solely on your needs and expectations.

Whether you’re focused on building wealth, preserving what you’ve already earned, or determining how to distribute it when you are no longer here, our team is here to guide you through the twists and turns of your life’s financial journey.

Do You Have a Clear Vision for Your Wealth?

Whether focused on building wealth, preserving what you’ve worked hard to accumulate, or distributing it wisely when the time comes, the Breakwater Capital team is here to guide you every step of the way. 

With decades of experience collaborating with clients like you, we can help you make objective and informed financial decisions. 

Our holistic view of your current and future wealth helps us craft a sophisticated wealth management plan that considers all your financial needs. 

As a full-service investment advisory firm, we provide seven types of advice and services:

Investment Management​

Investing is a complex, ever-changing process. 

Tax Planning

No one wants to pay more in taxes than is legally required.

Financial Planning

Your financial plan is your roadmap for the future. 

Life Event Planning

Life events can be both exciting and stressful.

Estate & Legacy Planning

As your wealth grows, so should your focus on protecting what…

College Planning​

Figuring out how to pay for your children’s college education …

Divorce

Divorce affects your legal, financial, and personal life.

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.

Investment Management

Investing is a complex, ever-changing process. Disciplined and effective management can lead to having more assets for your future use or reducing the amount of risk you need to get there. Winging it or making poor decisions may mean you have to make compromises you would rather avoid. That’s where we come in. Using time-tested investment practices, we build portfolios that align with your goals while managing your risk and return.

Tax Planning

No one wants to pay more in taxes than is legally required. By strategically managing taxes, you can maximize your investments, reduce liabilities, and ensure a smoother financial journey toward your goals. It’s a smart move!

Financial Planning

Your financial plan is your roadmap for the future. We genuinely get to know you, your current financial circumstances, and what you want to achieve. Then, we help you develop a detailed plan that considers both the expected and the unexpected.

Life Event Planning

Life events can be both exciting and stressful. There can be expected events (retiring at 65) and unexpected events, such as an unexpected job loss. You need a financial advocate who can assist you in making objective decisions about your financial future.

Estate & Legacy Planning

As your wealth grows, so should your focus on protecting what you’ve worked so hard to build. A legacy and estate plan ensures your assets are distributed according to your wishes, minimizes taxes, and provides for your loved ones. It’s about securing your family’s future and leaving a lasting impact.

College Planning

Figuring out how to pay for your children’s college education is one of the largest financial decisions that families make. There are many options for saving, financing and ultimately paying off school. There are various strategies that can be implemented to help reduce the burden. You benefit from a straightforward, effective planning process that considers your unique situation and helps you best navigate the process.

Divorce

Divorce affects your legal, financial, and personal life. At Breakwater Capital, we aim to bring clarity and a sense of calm and a clear path forward during this challenging time. We will be your financial counselor to help you achieve a fair and equitable settlement considering today, tomorrow, and twenty years from now.