..
About BREAKWATER CAPITAL GROUP
BREAKWATER CAPITAL GROUP is a leading financial advisory firm that specializes in providing personalized financial solutions for individuals, families, and businesses. With a team of seasoned experts, BREAKWATER CAPITAL GROUP offers a full range of financial services, including wealth management, investment planning, retirement planning, and more.
How does the advisor help clients – Key Takeaways:
- Personalized financial solutions tailored to each client’s unique needs and goals
- Expertise and knowledge in all aspects of financial planning and investment management
- Commitment to building long-term relationships with clients
- Focus on helping clients achieve financial success and security
Facts and Insights
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
- Wealth management
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
BREAKWATER CAPITAL GROUP serves a diverse range of clients, including high net worth individuals, families, and businesses of all sizes. We also work with clients at various stages of their financial journey, from those just starting to accumulate wealth to those planning for retirement and legacy.
Fees & Compensation
At BREAKWATER CAPITAL GROUP, we believe in transparency and putting our clients’ interests first. We offer fee-based services, which means our compensation is based on a percentage of assets under management. This structure aligns our interests with our clients’ and ensures we are working towards the same goal of growing and preserving their wealth.
Background
BREAKWATER CAPITAL GROUP was founded by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. John holds a CFP® certification, which is the highest standard in the financial planning profession. He leads a team of highly qualified advisors, each with their own area of expertise, to provide comprehensive and customized financial solutions to clients.
Financial Advisor Disclosures to Know
BREAKWATER CAPITAL GROUP adheres to the highest ethical standards and always puts our clients’ interests first. As a registered investment advisor, we are obligated to disclose any potential conflicts of interest or disciplinary actions. We encourage clients to review our Form ADV, which is a publically available document detailing our services, fees, and any disclosures.