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.
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.
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.
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.”