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Breakwater Capital Home 2018-09-21T21:43:18+00:00

OUR SERVICES

We offer comprehensive financial planning services, including a Certified Financial Planner, Attorney, and Accountant who provide the knowledge and passion for transforming your investment.

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OUR VALUES

Serving others is what drives us.  Our core values, from service to social responsibility and social impact investing, are the competencies and commitment we bring to every client engagement. Find out more.

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OUR PHILANTHROPY

With service as a fundamental value, we believe it’s crucial to help those who may not otherwise be able to afford the costs of financial planning. Learn more about our pro-bono services.

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QUESTIONS ABOUT YOUR INVESTMENTS? ASK US.

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OUR AREAS OF FOCUS

Financial Planning

Goal Setting

Retirement Planning

Estate Planning

Insurance Planning

Philanthropic Giving

College Funding

Real Estate

Business Transition

“Breakwater Capital has transformed my investment portfolio. I now know that, as much as possible, my investments are supporting companies and funds that have a positive impact in the world.”

Javier E. • Sao Paolo, Brazil