What We Do
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. 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.
Our holistic view of your current and future wealth helps us craft a sophisticated wealth management plan that considers all your financial needs.
WEALTH MANAGEMENT Services
As a full-service investment advisory firm, we provide seven types of advice and services:
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.