A complete list of active advisors currently associated with Breakwater Asset Management, LLC

Warmer can help you find a great advisor at Breakwater Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Breakwater Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jason Canzano	Hampton, NH	16

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