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 serves individual and high-net-worth clients by providing wealth management that combines financial planning with both discretionary and non-discretionary portfolio management. The firm also provides fiduciary investment advice for retirement accounts and may refer clients to other professionals as needed. The firm’s investment process emphasizes customized asset allocation implemented primarily through exchange-traded funds, with mutual funds, individual stocks and bonds used when appropriate; research relies on fundamental and cyclical analysis. Breakwater Wealth monitors accounts on a regular basis, typically favors long-term holdings but will rebalance or execute shorter-term trades for tax, risk-management, or cash‑flow reasons. Distinctive features include that the firm sponsors its own wrap fee program, bundling securities transaction and custody costs into a single asset-based fee and acting as the program’s portfolio manager, a structure that is uncommon among independent solo advisors. The practice manages nearly $40 million for a relatively small client base with a sizable split between discretionary and non-discretionary assets, and its principal holds both CFA and CFP credentials.
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
| 13
|
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