3 Allied Drive, Suite 303
Dedham, MA 02026 - Norfolk County
(339) 502-4200
With decades of experience in the financial services industry, much of that spent with a giant Wall Street firm, the Breakwater Capital team saw an opportunity to offer a higher level of service for individuals and families with $500,000 or more in investable assets. It was clear that successful, affluent families needed advanced wealth management solutions and more attention from their advisors without the higher minimums or fees typically associated with brand-named firms' private wealth offerings. Today, at Breakwater Capital, we work with families across the United States, providing each client with a personalized experience tailored to their current circumstances, future goals, and timelines.
About Breakwater Capital Group:
With decades of experience in the financial services industry, much of that spent with a giant Wall Street firm, the Breakwater Capital team saw an opportunity to offer a higher level of service for individuals and families with $500,000 or more in investable assets. It was clear that successful, affluent families needed advanced wealth management solutions and more attention from their advisors without the higher minimums or fees typically associated with brand-named firms' private wealth offerings. Today, at Breakwater Capital, we work with families across the United States, providing each client with a personalized experience tailored to their current circumstances, future goals, and timelines.
Categories: Financial Advisory Services, Financial Services and Financial Planning Consultants
Services: Financial Advisor
Business Hours:
| Sunday: | Closed |
| Monday: | 08:30am to 05:00pm |
| Tuesday: | 08:30am to 05:00pm |
| Wednesday: | 08:30am to 05:00pm |
| Thursday: | 08:30am to 05:00pm |
| Friday: | 08:30am to 05:00pm |
| Saturday: | Closed |
| Holiday: | Closed |
- 2nd Mortgage
- Agency Bonds
- Annuities
- ATM LOCATION
- Auto Insurance
- Automobile
- Business Banking
- Business Consulting
- Business Loan
- Business Planning
- Cash Flow Management
- CFP
- CPA
- Defined Benefit
- Discount Title Loan
- Divorce Planning
- Equities
- Fee-Based Services
- Financial Planner
- Flexible
- Global Investments
- Inheritance Planning
- Investment Banking
- IRAs
- Life Insurance
- Mutual Funds
- Options
- Personal Planning
- Premium Title Loan
- Retail Mortgage
- Retirement Planning
- Securities
- Short Term Planning
- Stock
- T Bonds
- Tax Preparation
- Trust Management
- Trust Planning
- Trust Services
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