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Description: Empowering individuals and institutions with transparent, sustainable investment opportunities and personalized wealth management services.
Serving others is what drives us. Our core values, from service to social responsibility and social impact investing, are the competencies and commitment we bring to every client engagement. Find out more.
With service as a fundamental value, we believe it’s crucial to help those who may not otherwise be able to afford the costs of financial planning. Learn more about our pro-bono services.
“Breakwater Capital has transformed my investment portfolio. I now know that, as much as possible, my investments are supporting companies and funds that have a positive impact in the world.”
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