
Who
At Breakwater Advisors, we stand out by utilizing the most advanced strategies and technologies to help clients manage their appreciated assets. Our innovative approach allows us to defer, mitigate, or offset taxes more effectively than traditional methods. With a personalized approach, we strive to unlock our clients wealth’s full potential while minimizing tax liabilities, ensuring a secure and prosperous financial future.


1
We help clients with appreciated assets strategically differ, mitigate or offset taxes.
2
We specialize in utilizing existing funded accounts to grow benefits and improve monthly cashflow.
How It Works
Intitial Consult
Whether conducted in person or online, our initial consultation serves as our chance to introduce ourselves and understand your financial goals
Identify Opportunity
We assess the potential to enhance the value of your current investments
Provide Road map & Implement Strategy
We present a straightforward roadmap, highlighting the outcomes of strategic decisions

Why Choose Us
Over $100 Million In Tax Savings
Access To Private Lending
20+ Years Expierence
Over 1,000 Satisfied Clients
Industry Leading Strategies
Privately Owned - Family Firm