Breakwater Capital is a sustainability-focused investment counselor and advisor. Breakwater seeks to create a positive impact in the world through our work and our relationships. We offer financial planning and investment management services with a sustainability and impact lens to clients including families, high net worth individuals, and purpose-driven institutions.
Our highest priority is helping our clients to succeed on their own terms. We strive to offer guidance that reflects each client's unique needs and values and that is tailored to best help them meet their own goals.
With more than 20 years of experience focused on financial outcomes and social and environmental impacts, we’ll be your guide and partner to creating wealth you feel good about.
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