Broker Check

Our Company

Breakwater Wealth Management is an independent financial advisory firm founded to provide truly personal service to individuals and businesses. After many years with large financial institutions, the founders of Breakwater determined that going independent was the prudent way to provide clients the experience and solutions they should expect and the service they deserve.

The Breakwater name was chosen to emphasize the core beliefs of the founders in that they are there to create strategies to help the financial shoreline of their clients from the constantly changing waves in the markets and economy.

Our Commitment

What We Believe In

There are two tenets to our founding philosophy:

  • Provide our clients an unprecedented level of personalized attention.
  • Protect our clients’ interests at all times.

The financial world is a behemoth. We hope to make it more personal. Our company name represents how we function in our client’s financial affairs: just as breakwaters protect the shoreline from waves, we provide advice to help you weather life’s unexpected storms.

Our Principle

Authenticity & Excellence

It’s not about us. We work on behalf of the client, not the company. Our word is our bond, and you can 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 working towards their success. Once we understand your goals, we will build solutions to get you there.