Breakwater Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Breakwater Asset Management provides discretionary investment management and fee‑only comprehensive financial planning to individuals, qualified retirement plans, trusts, nonprofit organizations and businesses. It manages separately managed accounts using model portfolios and delivers written financial‑planning reports with optional implementation and ongoing update services.
The firm employs a proactive, tactical allocation approach grounded in technical analysis, using internal security‑ranking systems that emphasize relative strength and price momentum to shift exposures across ETFs, closed‑end funds and individual equities; strategies may include inverse ETFs and allocations to lower‑rated fixed income when its leading indicators (credit spreads, market sentiment and technical signals) warrant. Accounts are managed on a discretionary basis consistent with client‑provided objectives and restrictions and are monitored and rebalanced based on short, intermediate and long‑term trends.
Breakwater is a single‑advisor practice that requires clients to use the Folio Institutional custody/trading platform, creating a platform dependency that delivers institutional services to the firm but may limit broker choice for some clients. The firm’s principal maintains an outside business in a durable medical equipment company and the adviser does not vote client proxies, leaving proxy voting to account holders.
Client services
Expertise
Fee options
Fixed fee typically $1,500 to $5,000 for financial planning
$0 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.70% $3,000,001+: 0.60%
Fee-only: Fixed fees ranging from $1,500 to $5,000 for comprehensive financial planning services
Main office
Hampton NH
Advisors at this office
1
Most active in
Massachusetts · New Hampshire
Also doing business as
Breakwater Asset Management, LLC · Canzano, Jason Anthony
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)