Breakwater Investment Management is a boutique, fee-only registered investment advisory firm dedicated to providing personalized financial planning, investment management, and trust services. With a commitment to transparency and integrity, the firm serves clients across nearly two dozen states and multiple countries, guiding them through the complexities of financial decision-making.

Breakwater emphasizes a client-first approach, ensuring that each financial strategy is tailored to individual goals and circumstances. Their services encompass comprehensive financial planning, customized investment strategies, and trust services, all designed to help clients navigate life’s financial challenges with confidence.