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Speed Boats

The Breakwater Advisors

Tax Impact Advisory

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

A Yacht at Sea

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

Book Your Consultation Today

Let's Connect

Address

1S443 SUMMIT AVENUE SUITE 205, OAKBROOK TERRACE, IL 60181

Email

Phone

(307) 222-2417‬

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© 2024 The Breakwater Advisors

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