Nick is the founder of Breakwater Wealth Management, an Independent Registered Investment Advisory Firm. With over a decade of experience in the financial services industry, Nick has helped many investors navigate the market's dynamics.
As a Certified Financial Planner™ (CFP®) Nick has helped many investors achieve financial success through a custom-built financial plan. Nick takes the time to get to know his investors and helps determine how to make their dreams a reality.
As a Chartered Financial Analyst® (CFA®) Nick has built custom tailored portfolios for clients to navigate through many market cycles. The CFA program is globally recognized and attests to the charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.