With decades of experience in the financial services industry, much of that spent with a giant Wall Street firm, the Breakwater Capital team saw an opportunity to offer a higher level of service for individuals and families with $500,000 or more in investable assets. We have verified this by summing the years of experience for all IARs and the number of years is, in fact, more than 50 years.

It was clear that successful, affluent families needed advanced wealth management solutions and more attention from their advisors without the higher minimums or fees typically associated with brand-named firms’ private wealth offerings. Today, at Breakwater Capital, we work with families across the United States, providing each client with a personalized experience tailored to their current circumstances, future goals, and timelines.

About Madeline Barconi

As head of the firm’s financial planning efforts, Madeline is directly responsible for the design and implementation of the firm’s wealth management experience. A passionate professional who takes great pride in her work, Madeline has an uncanny ability to take complex concepts and relate them to clients in a digestible format fostering further trust and engagement. In addition to helping clients enact systematic discipline to their financial lives, she heads the firm’s Environmental, Social & Governance (ESG) investment committee.

Prior to joining Breakwater, Madeline worked for a boutique investment adviser in Boulder Colorado after having spent the prior six years with Fidelity Investments in various roles. At the Boston based financial behemoth, she helped individuals and families with the various aspects of their financial lives, from planning for retirement to devising the proper investment strategies, all the while plowing through the rigorous curriculum to earn Chartered Financial Counselor (ChFc®), CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations.

Constantly on the go, she is happiest when exploring new places with her husband Derek. Depending on the season, they are most likely hiking, cross country skiing, rafting, or traveling across the globe though they will also tell you a relaxing weekend with their dog Twyla can be pretty special too. While she calls Colorado home, she spends a fair amount of time in the Garden State visiting her family.