We are an Independent Wealth Management firm focused on providing customized solutions to help our clients achieve their goals. At Breakwater Wealth Management, we strive to make sure that every client receives the attention and tailored solutions they deserve and that only an independent firm can offer with objective, unbiased advice and guidance. With many years of experience working for global financial firms, we understand the difference of delivering for the company and delivering for you, our clients.
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.
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 each relationship exceptional service, full transparency and truly unbiased objective financial advice and guidance. With over 25 years of combined experience in the industry, we are committed to providing truly personal strategies beyond the typical “Box A, B, or C” formulas.
At Breakwater Wealth Management, we provide expert assistance in the following areas:
Get the latest business and world news on financial & earnings stock markets.