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PERSONAL RELATIONSHIPS,
CUSTOM SOLUTIONS

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.

Our Principle

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.

 

Your Success Is Our Priority

We develop plans that are in your best interest. If you’ve reached your goals, so have we.

Our Commitment

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. 

Portfolio and Investment Management

Let’s put your investments to work.

Financial Planning

Gear up for tomorrow by planning today.

Our Services

At Breakwater Wealth Management, we provide expert assistance in the following areas:


Investment and Portfolio Management

  • Fee-Based Portfolio Managment 
  • Strategic and Tactical Strategies
  • Asset Allocation Strategies
  • Stocks, Bonds, Mutual Funds, ETF’s
  • Alternative Investments
  • CD’s
  • Structured Notes
  • Annuities

Financial Planning

  • Holistic Financial Planning
  • Retirement and Income Planning
  • Estate and Trust Planning
  • Tax Planning Strategies
  • Business Retirement Planning
  • Executive Comp and Stock Options

Insurance and Risk Management

  • Life Insurance
  • Long Term Care
  • Disability Income Insurance
  • Longevity and Income Insurance

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