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What We Do 2017-07-03T16:12:03+00:00

FINANCIAL PLANNING

Life is complex and ever-changing. As a result, you need a financial plan flexible enough to change with it.  From starting a new job or business or major life events like having kids, buying a house or getting married.

Most life events bring new financial risks and opportunities, so you need a financial plan that evolves to keep up and an advisor on call to quickly address your changing situation.

QUESTIONS ABOUT YOUR INVESTMENTS? ASK US.

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INVESTMENT  MANAGEMENT

Our unique multi-step process ensures all your top priorities have been addressed and the output is a roadmap for your future financial success.

Our financial planning process goes beyond a one-time checkup. Your advisor will address all six key areas of financial planning using a roadmap that prioritizes your most important questions first.

PLANNING FOCUS AREAS

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column1-image2Low Cost + Diversified

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Why hire Breakwater Capital?

  • Focus on your life’s passions instead of researching, trading and rebalancing your investments.

  • Allay concerns about losing money in the market while we help keep your investments disciplined.

  • Gain access to institutional investments that are not generally available to all investors.

  • Face your financial investment fears head on with us as a trusted partner.

  • A third-party provides the comfort that you have an expert that is always looking out for your highest financial outcomes.

LET’S WORK TOGETHER

We work as a single united team with market leading firms around the world and give our clients the highest quality advice possible.

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