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Breakwater Wealth ManagementFinancial advisor in Jacksonville, FL

Breakwater Wealth Management is a financial advisor at 12058 San Jose Blvd Ste 201, Jacksonville, FL 32223, ranked #22 of 43 wealth managers in Jacksonville and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Jacksonville, FLUpdated 0 paid placements in any rankingHow we rank

Call (904) 508-0132Website ↗

Key facts

Key facts about Breakwater Wealth Management
Address12058 San Jose Blvd Ste 201, Jacksonville, FL 32223Get directions
Phone(904) 508-0132
Websitebreakwaterwm.com
HoursMonday to Friday: 9 AM – 6 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Jacksonville and 11 towns within 25 miles: Fruit Cove, Fleming Island, Bellair-Meadowbrook Terrace, St. Johns, Lakeside, Oakleaf Plantation, Middleburg, Palm Valley, Ponte Vedra Beach, Jacksonville Beach and Atlantic Beach.

Based in Jacksonville, FLView on map

Opening hours

Opening hours for Breakwater Wealth Management
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Breakwater Wealth Management

How is Breakwater Wealth Management ranked in Jacksonville?

Breakwater Wealth Management is ranked #22 of 43 wealth managers in Jacksonville by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Breakwater Wealth Management’s hours?

Breakwater Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Breakwater Wealth Management serve?

Serves Jacksonville and 11 towns within 25 miles: Fruit Cove, Fleming Island, Bellair-Meadowbrook Terrace, St. Johns, Lakeside, Oakleaf Plantation, Middleburg, Palm Valley, Ponte Vedra Beach, Jacksonville Beach and Atlantic Beach. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Breakwater Wealth Management?

Breakwater Wealth Management has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Breakwater Wealth Management?

Call Breakwater Wealth Management on (904) 508-0132. The business is at 12058 San Jose Blvd Ste 201, Jacksonville, FL 32223. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Breakwater Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Breakwater Wealth Management (this business)—635.0 (3)NoNo
Arthurs Wealth Management#20635.0 (12)NoNo16.0 mi
Birchcreek Wealth Management#21635.0 (3)NoNo10.7 mi
Sandy Misenheimer - Private Wealth Advisor, Ameriprise Financial Services, LLC#23634.0 (4)NoNo7.9 mi

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