Breakwater Wealth Management, established in 2015 and based in Jacksonville, Florida, is an independent financial advisory firm dedicated to helping families navigate their financial lives with clarity and confidence. Partnered with LPL Financial and Private Advisor Group, the firm offers a range of services including retirement planning, investment management, tax strategies, and estate planning.

Emphasizing a fiduciary approach, Breakwater prioritizes clients’ best interests, providing personalized solutions without the influence of proprietary products or sales quotas. Their goal-oriented methodology focuses on understanding each client’s unique aspirations and risk tolerance, aiming to eliminate financial complexities and empower clients to enjoy the lives they’ve worked hard to build.

By fostering long-term relationships and maintaining open communication, Breakwater Wealth Management strives to be a trusted partner in achieving financial success.