You're constantly on the go, you should expect to have your financial data keep up.
Breakwater Capital Group is an independent wealth management firm dedicated to supporting your financial planning and investment management needs. Let us help you manage the complexities of your financial affairs so that you have more freedom and peace of mind to enjoy the more fulfilling aspects of your life.
The Breakwater Capital mobile app is an intuitive interface that allows you to look in on your asset allocation, evaluate portfolio performance and or visit your financial plan from one central hub. These are just a few data points helping you stay informed and feel empowered at all times.
Other useful tools of interest
-Connect with your advisor through the app itself
-Upload or access important documents like tax returns, trust paperwork or other legal documents
Breakwater Capital Group is an independent wealth management firm dedicated to supporting your financial planning and investment management needs. Let us help you manage the complexities of your financial affairs so that you have more freedom and peace of mind to enjoy the more fulfilling aspects of your life.
The Breakwater Capital mobile app is an intuitive interface that allows you to look in on your asset allocation, evaluate portfolio performance and or visit your financial plan from one central hub. These are just a few data points helping you stay informed and feel empowered at all times.
Other useful tools of interest
-Connect with your advisor through the app itself
-Upload or access important documents like tax returns, trust paperwork or other legal documents
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