Breachway Investments

Your goal is our goal.

BREACHWAY INVESTMENTS, LLC is an independent, "fee only" investment advisory firm that specializes in financial planning and asset management. We work closely with wealthy families and institutions to create a customized plan to navigate the capital markets. Every client is unique. Care is taken to address your specific scenario with your best interests top-of-mind at all times.

Our pragmatic approach to investing is memorialized in Joe's book: The Process of Investing .

If you recently retired, changed employers, need help organizing your financial accounts, run an endowment for a nonprofit 501(c)(3) organization, want a socially responsible portfolio, or desire overal guidance regarding your assets, please reach out to us to set up an appointment.  

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

4259 Old Post Rd Unit 1 Charlestown, RI 02813-2562 Phone: (860) 709-0909

Primary Office

4259 Old Post Rd Unit 1 Charlestown, RI 02813-2562 Phone: (860) 709-0909

Other Offices

71 Raymond Rd West Hartford, CT 06107-2211 Phone: (860) 709-0909