As a fiduciary, Breakwater Investment Group takes great care to tailor recommendations. We work to create positive results and progress toward client goals through careful assessment, innovative strategies, purposeful action, and continuous engagement.
As a Native-owned business, Breakwater has a unique understanding and proven success servicing Alaska Native corporations, American Indian tribes, Native organizations & individuals.
We offer classes online and in person. Classes cover a variety of topics including:
Establishing financial goals
Earning and receiving money
Retirement & Savings
Understanding cash flow
Our team has a long history of offering financial literacy sessions. We cover a variety of topics including establishing financial goals, managing money, saving and investing for
retirement and the future.
For thousands of years, our people have shared knowledge to ensure the next generation is prepared for their future. We are proud to help participants develop a stronger understanding of financial issues in a relative way.
Financial services for Native American communities:
Trust & Endowment Funds
Retirement Plans - Governmental & Commercial
Financial Planning - Individuals & Families
Independent Review & Analysis
Prioritizing Native American communities, our investment advice includes a variety of accounts including trusts, endowments, governmental & commercial retirement plans,
and personal accounts.
We collaborate to provide comprehensive wealth management, and work strategically with other financial service providers - money managers, custodians, record keepers, third-party administrators, attorneys, accountants, and
other financial professionals.
Check the background of Breakwater Investment Group 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.