Generated by All in One SEO v4.9.7.2, this is an llms.txt file, used by LLMs to index the site. # Breakwater Investment Management ## Sitemaps - [XML Sitemap](https://www.breakwater.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Pages - [Home](https://www.breakwater.com/) - Weathering Life’s Waves. Together. About Us 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. - [About Us](https://www.breakwater.com/about/) - About Us At Breakwater, people come first. Our focus is on you, your goals, and building a strong financial plan to achieve them. We make sure our clients and their loved ones are set up for success now, and well into the future. No matter what waves may come their way.We are passionate about empowering - [Contact Us](https://www.breakwater.com/contact/) - Contact Us We look forward to talking with you. Email Us Call Us Breakwater Investment Management Sixth & Lenora Building 2033 Sixth Ave, Suite 1010Seattle, WA 98121 Get Directions Beth Steinhaus, CFP® Owner and Principal Advisorbeth@breakwater.com206.621.8832 Kevin DeAngelis, CFP® Associate Advisorkevin@breakwater.com206.259.6446 Addy Hill Client Relationship Manager and Compliance Officeraddy@breakwater.com206.624.9000 Maya Smorodinsky Client Relationship and Operations - [Account Login](https://www.breakwater.com/account-login/) - Account Login Click any logo on this page to sign into your investment accounts Click the ShareFile logo to sign into your portal or use this secure link to upload a document without signing in Having trouble logging in? Please contact Breakwater or your custodian. - [Privacy Policy](https://www.breakwater.com/privacy-policy/) - Breakwater Investment Management, LLC, an investment advisory firm, is committed to safeguarding the confidential information of its clients. We do collect nonpublic personal information to provide accurate and pertinent financial and tax advice. We hold all nonpublic personal information provided to us in the strictest confidence.Breakwater Investment Management, LLC collects personal information from the following - [Financial Planning](https://www.breakwater.com/financial-planning/) - Financial Planning We help our clients achieve their desired goals and objectives by constructing a complete, comprehensive plan that addresses their important concerns. The objective of financial planning is to create a strategy to help you meet your goals through proper management of financial resources. Financial planning is fluid. It is a process, not a - [Investing](https://www.breakwater.com/investing/) - Investing Breakwater Investment Management is a fee-only independent Registered Investment Advisor. We serve as a fiduciary, acting in the best interest of our clients. Our fees come directly and exclusively from our clients. We receive no compensation from any brokerage firm, mutual fund company, or money manager. We offer objective advice based solely on the - [Trust Services](https://www.breakwater.com/trust-services/) - Trust Services Breakwater can serve as your corporate trustee. Breakwater provides both trust and investment management services. As a small firm, Breakwater is well-suited to be a trustee or fiduciary for your trust. Our fees are considerably lower than many third party fiduciaries. We seek to understand both the instructions and spirit of the trust - [Disclaimer](https://www.breakwater.com/disclaimer/) - Disclaimer This website is for informational purposes and does not constitute a complete description of our investment services or performance. This website is not a solicitation or offer to sell securities or investment advisory services. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. ## My Templates - [Addy Bio Popup](https://www.breakwater.com/?elementor_library=addy-bio-popup) - Content area - [Maya Bio](https://www.breakwater.com/?elementor_library=maya-bio) - Content area - [About Us - 2 columns](https://www.breakwater.com/?elementor_library=about-us-2-columns) - About Us – 2 columns At Breakwater, people come first. Our focus is on you, your goals, and building a strong financial plan to achieve them. 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