About Us
Why: 50 Years of Combined Wealth Management EXPERIENCE REALLY MATTERS
With decades of experience in the financial services industry, much of that spent with a giant Wall Street firm, the Breakwater Capital team saw an opportunity to offer a higher level of service for individuals and families with $500,000 or more in investable assets. We have verified this by summing the years of experience for all IARs and the number of years is, in fact, more than 50 years.
It was clear that successful, affluent families needed advanced wealth management solutions and more attention from their advisors without the higher minimums or fees typically associated with brand-named firms’ private wealth offerings. Today, at Breakwater Capital, we work with families across the United States, providing each client with a personalized experience tailored to their current circumstances, future goals, and timelines.
Serving Clients Nationwide
Client service is our top priority. You should never feel like a number or inconvenience.
What You WILL Experience:
- A team of fiduciary advisors who give advice tailored specifically for you
- Clear, meaningful advice while limiting complexity
- Easy access to your advisor whenever you need them and their expertise
- Open and transparent relationship
- Regular contact and communication
- 24/7 Digital transparency to your investments and financial plan
What You WON’T Experience:
- High-pressure sales pitches designed to sell investment products
- Hidden or opaque expenses you are unaware of
- Business development specialists or advisors who disappear when you need them or when the markets get volatile
- Confusing communications that mean nothing to you
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.