As an Independent Wealth Management firm, we strive to help families plan and manage the aspects of their financial lives. Our objective is to mitigate or eliminate the financial challenges that can distract families from enjoying what matters most to them. By following a goal-oriented approach supported by objective advice and guidance, our goal is to provide our client’s peace-of-mind to enjoy the live’s they have worked hard to accomplish. Put simply, Your Success is Our Priority.
Authenticity & Excellence
It’s not about us. We work on behalf of our client, not the company. Our word is our bond, and you can always expect us to uphold it. While other firms focus on their bottom lines, we focus on yours. That’s how we operate. Our success depends on yours.
Tenacity & Solutions
True financial advising is a conversation. Maintaining a dialogue with our clients is the key to their success. Once we understand your goals, we will build strategies to get you there.
We develop plans that are in your best interest. If you’ve reached your goals, so have we.
Breakwater Wealth Management is committed to providing our clients exceptional service, full transparency and truly unbiased objective financial advice and guidance. With our years of experience in assisting clients plan for their future, we are committed to providing truly personal strategies that go beyond the typical “Box A, B, or C” formulas that fit great for the company but not you, the client.
At Breakwater Wealth Management, we provide expert assistance in the following areas:
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