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Weathering Life’s Waves.


Breakwater Investment Management is a boutique financial planning & investment advisory firm.

We strive to uphold a culture of transparency and integrity, with your interests and financial goals as our top priority. These principals guide everything we do; from the smallest daily tasks, to the investment choices we make. Financial planning is fluid, and our guidance will help steer you through the ebbs and flows of life’s challenges.

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Our Services

Breakwater Investment Management thrives on diversity. We offer services to a wide variety of households and clients, spanning nearly two dozen states and multiple countries.


These regulatory disclosures are great resource to further research our firm.

Let’s chat!

For more information or for an initial consultation, please get in touch.