Serving Clients across the United States
At Breakwater Capital Group, our mission is straightforward: We serve our clients at every stage of life by designing plans and building portfolios that help them live a fulfilled life.
We work with families who see their wealth as a way to accomplish bigger things. These families are often successful in their careers or businesses and feel a strong responsibility for how they use their assets. For them, wealth isn’t just about asset performance but about creating a lasting impact.
Our clients know the value of professional advice when managing the complexities of growing wealth. Our support lets them focus on what matters most: their families, careers, businesses, and the causes they’re passionate about.
Pre-retirees
The decisions made now need to last a lifetime. Creating a solid financial plan for retirement starts with examining your specific goals and needs to make sure you’re informed about all your options. We’ll devise an investment strategy for your retirement taking into account both your immediate and future plans. We want to enable you to travel, get that promotion, start a family, make that big purchase or embrace whatever life throws your way. .
Retirees
Imagine the freedom of spending without the constant concern of exhausting your finances. We’ll explore the impact of increased spending or market fluctuations, ensuring you can embrace retirement with confidence in your financial security.
Business Owners
Running your business while managing your finances can be a lot to handle. We get it. We’re here to help with everything from setting up retirement plans for your employees, protecting your assets, and planning your exit strategy when you’re ready to move on.
Transitioning into retirement is a significant adjustment, especially for business owners facing complex decisions. We can assist you in finding the ideal buyer, determining the right valuation, structuring and timing the transaction, and understanding its impact on your financial future. We coordinate with your advisors, accountants, and attorneys to ensure a smooth process. Recognizing the emotional investment in your business, we also help you prepare psychologically. At Breakwater, we support you through every step, believing your best years are ahead.
Feeling Lost at Sea with Your Finances? Breakwater Capital Can Be Your Guide.
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