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We pride ourselves on our business acumen in various arenas. Our in-house professionals, including certified public accountants, certified financial planners, attorneys, tax, insurance, and estate planning specialists work as a team and – with a seamless coordination of efforts – combine their expertise to develop a strategic solution that best benefits you.
The Breakwater Group offers not only diverse expertise and many years of practical experience but, collectively, boasts many professional credentials, including:
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Certified Public Accountants |
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Certified Financial Planners |
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Certified Long-Term Care Consultant |
For biographies on the firm's principals and associates, click here
What can we do for you?
Our expertise, experience and credentials uniquely qualify Breakwater to take on one or more roles for each of our clients. We fill these roles based upon each client's individual needs, not based upon those services we wish to sell. Click below to see how we can best serve you in the following capacities:
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