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Madeline B

CFP®, ChFC®, Series 63, Series 66

Denver, CO

Breakwater Capital Group

Madeline Barconi is a CFP® and ChFC® professional with 10 years of industry experience. She has worked at Breakwater Capital Group since 2022 and previously held roles at Colorado Capital Management, Inc. and Fidelity Personal and Workplace Advisors. Breakwater Capital Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to construct portfolios including ETFs, mutual funds, stocks, bonds, and alternative investments, employing strategies such as options writing and margin transactions tailored to clients’ objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Private / alternative investments Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
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