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Breakwater Investment Management

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

Clients who engage in ongoing financial planning are more likely to reach their financial goals and have greater peace of mind. As financial planners we will offer to you a comprehensive, written financial plan which is specific to your situation and detailed enough to implement on your own or with our assistance. Financial planning is offered at a flat rate which varies based upon the complexity of your situation, or at an hourly rate if you prefer.

As investment managers, we design portfolios that are highly diversified, tax-efficient, low cost and largely index-based. Your investments will span multiple asset classes with an emphasis on global allocations. Our approach is one of long-term investing, not speculation. Fees are charged based on assets under management. We believe this fee arrangement is the most transparent, most flexible, and the least subject to conflict.

Our form ADV (PDF) is a regulatory disclosure that is a great place to further research our firm. For more information or for an initial consultation, please contact us.