Breakwater Investment Group
Breakwater Investment Group
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Inspired Purpose

Just as a breakwater helps protects the shoreline, Breakwater Investment Group, LLC helps clients manage their investments with purpose and care.


We incorporate unique insights, guided by Native values, with our Advisory Services:

  • Investment Management
  • Retirement Plan Consulting
  • Investment Consulting
  • Financial Literacy

Cultural Insights

Breakwater Investment Group, LLC is a Registered Investment Advisor. 


Our business is proud to be:

  • Native-owned & operated
  • Woman-owned & led

Tribal advisors

Connect With Us

Check the background of Breakwater Investment Group, LLC on FINRA's BrokerCheck.


Breakwater Investment Group, LLC is a registered investment adviser in the State of California. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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