A complete list of active advisors currently associated with Breakwater Wealth Management
Warmer can help you find a great advisor at Breakwater Wealth Management or one who fits your needs even better.
Breakwater Wealth Management is a Delaware-registered, single-advisor investment advisory firm that serves individuals and high‑net‑worth clients with wealth management services. The firm provides financial planning, discretionary portfolio management, and retirement-account advice, implementing strategies using ETFs, mutual funds, individual equities, bonds, and options. The firm describes a primarily long‑term, ETF‑centered approach informed by fundamental and cyclical analysis, with portfolios constructed around client goals, time horizon, and risk tolerance and rebalanced or adjusted as market conditions dictate. Breakwater Wealth also advises on ERISA/IRA distribution and rollover decisions and may use short‑term trades or options tactically to meet client objectives. Notably, Breakwater Wealth sponsors a wrap fee program that bundles securities transaction and custodial costs into its asset‑based advisory fee (described in Appendix 1 of the brochure), a structure that is uncommon among independent solo advisors. The firm’s principal brings experience from prior roles at national broker‑dealers and maintains insurance licensing; the combination of a wrap program plus retirement‑account and insurance implementation capabilities gives the firm a service mix that differs from many peers.
To learn more about the advisors currently working at Breakwater Wealth Management, 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 |
|---|---|---|
Millville, DE
| 12
|
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