As an Independent Wealth Management firm, we strive to help families plan and manage the aspects of their financial lives. Our objective is to manage or eliminate the financial challenges that can distract families from enjoying the things that matters most to them.
12058 San Jose Blvd STE 201, Jacksonville, FL 32223Breakwater Wealth Management is a Financial planner located in Southside Jacksonville Florida, showcasing 2 vetted ratings and a history of being Jacksonville's most prominent Financial planner, outranking the surrounding local market through exceptional staff, expertise, and an active position in the community. If you are looking for a Financial planner, look up Breakwater Wealth Management,
At AnchorPoint Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Jacksonville, FL area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
With 25 years in the financial services industry, I specialize in helping business owners uncover unmanaged or undetected risks that may threaten survival of their businesses. I help protect and retain employees and help ensure the continued success of a company through business continuation plans, employee benefits, executive compensation and retirement planning.