The Time Is Now

Get the guidance you need for the life you want to live

At Breakwater, we seek to create a positive impact in the world through our work and our relationships. With more than 20 years of experience focused on financial and social outcomes, we’ll be your guide and partner to creating wealth you feel good about.

Our core values

  • Serving others
  • Putting the needs of our clients, the team and our community above our individual desires
  • Bringing genius (talent, mindfulness, expertise, and creative planning) to every relationship
  • Spending our time doing what we love most
  • Listening deeply and speaking with care
  • Coming to each conversation with an open mind
  • Enjoying life

Our commitments

  • We will maintain high standards of professional competency and ethics
  • We embrace continuous improvement in our sustainability and impact efforts and will continue to work towards minimizing our environmental footprint
  • We will work to build a more sustainable and equitable society through our corporate affiliations and giving