Broker Check

PERSONAL RELATIONSHIPS,
CUSTOM SOLUTIONS

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.

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.

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 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.

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

News & Market Updates

Get the latest business and world news on financial & earnings stock markets.


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