Breakwater Capital

Breakwater Capital is a financial advisory firm based in Kalamazoo, Michigan, with over 20 years of experience. They specialize in providing financial planning and investment management services to individuals, families, and mission-driven organizations. Their focus is on helping clients achieve their financial goals while aligning their investments with their values and creating a positive impact on the world.

Breakwater Capital offers a comprehensive suite of services including retirement planning, estate planning, insurance advice, philanthropic giving, and investment management. They prioritize a long-term investment horizon with an emphasis on sustainability risks and opportunities, ensuring that clients' investments are aligned with their personal values and commitments.

The provided company website pages do not contain any information on job flexibility.

Breakwater Capital is a financial planning and investment management firm committed to helping clients achieve their financial goals while making a positive impact on the world. They offer a range of services including financial planning, investment management, and philanthropic giving advice, tailored to individuals, families, and mission-driven organizations. Their focus on sustainability and social responsibility sets them apart, aiming to create wealth that aligns with clients' values and contributes to a more equitable and sustainable future.

Breakwater Capital fosters a culture centered around serving others, both clients and the community. They emphasize a strong commitment to ethical behavior, sustainability, and continuous improvement in their impact efforts. Their core values prioritize collaboration, genuine relationships, and a passion for their work, creating a positive and supportive environment that values individual talent and expertise while promoting a sense of shared purpose and impact.

Breakwater Capital emphasizes the importance of serving others and fostering inclusive relationships, both within the company and the broader community. They prioritize diverse perspectives, talent, and experiences, evident in their commitment to building a more sustainable and equitable society through their corporate affiliations and giving. Their values highlight the importance of listening deeply, speaking with care, and approaching conversations with open minds.