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Our Services

Breakwater Wealth Management takes pride in providing objective and independent advice and innovative solutions to our clients. As an Independent Advisory Firm, we have no proprietary products to sell, investment banking relationships to promote to get in the way allowing us to put our clients best interest first. We specialize in Investment Management and Financial Planning for our clients.

We look forward to working with you. Please find a list of our services below:

Investment and Portfolio Management

Our job is to select and build strategies that match your needs and goals while ensuring that changes in your life and outside don’t take you off track. We offer a vast menu of solutions including, but not limited to:

  • Fee-Based Portfolio Management Solutions
  • Strategic and Tactical Asset Management
  • Investment Selection and Screening
  • Tax Managed Solutions
  • Portfolio structure and Diversification Strategies
  • Some of our Investment Options:
    • Stocks
    • Bonds (Government, Municipal and Corporate)
    • Mutual Funds
    • ETF’s (Exchange Traded Funds)
    • Alternative Investments
    • Structured Products
    • Certificates of Deposits
    • Annuities (Fixed, Indexed and Variable)

Wealth and Financial Planning

As is often said, a failure to plan can be a plan to fail. We will work with you to develop a plan to address your unique needs and goals and continue to be there to build on opportunities and adjust to the changes. We use leading edge tools to help our clients with:

  • Retirement and Income Planning
  • Education Planning
  • Estate and Trust Planning
  • Tax Planning
  • Executive Compensation
  • Business Succession and Retirement Planning
  • Employee Stock Options
  • Special Situation Planning (Divorce, Special Needs, Charitable Giving, etc.)

Insurance and Risk Management

Hope for the best and plan for the worst. We want to do everything we can to make sure the unexpected doesn’t stop you from accomplishing your goals. We will work with you to determine if you are properly protected and develop strategies to help prepare for the unexpected. 

  • Life Insurance
  • Disability Income
  • Long Term Care
  • Income and Longevity Insurance
  • Asset Protection Strategies