The Firm
A boutique investment advisory firm with a team you can depend on.
Independent by design. Fiduciary by duty. Client-centered by conviction. Breachway Investments was built from the ground up to put your interests ahead of everything else.
Leadership & Team
The people behind your financial future
A small, dedicated team with deep expertise and a single focus: helping you succeed.
Joseph P. Curran
Founder & Investment Advisor
Joseph Curran is a seasoned financial planner and portfolio manager who has been in the investment management industry since 1998. Building on his experience working for major Wall Street firms such as Smith Barney and Merrill Lynch, Joe develops customized investment strategies for both families and institutions. He is the owner and founder of Breachway Investments and the author of: The Process of Investing. Joe graduated with a bachelor’s degree in Economics from the University of Connecticut and subsequently earned a master’s degree in Financial Economics from Trinity College. His professional designations include his Certified Financial Planner™ CFP® certification; Certified Portfolio Manager credential CPM®; and Chartered Retirement Planning CounselorŚM professional designation. A Connecticut native originally from West Hartford, Joe currently resides with his wife and two children in the coastal town of Wakefield, RI.
Brette M. Connor
Operations Manager
Brette Connor has over 25 years' experience in the financial services industry. Brette received a B.A. in Psychology from the University of Central Florida and received a Financial Planning Certificate from the Florida Institute of Technology. She is a CFP® Professional and has previously held FINRA 7, 9, 10, 63 and 66 licenses. Her experience as a portfolio consultant to Schwab Private Client includes quality assurance, client onboarding, and compliance.
Angela M. Curran
Client Services Associate
In an effort to support the family business, Angela has stepped up to assist with the firm's expansion. She is currently studying for the FINRA Series 65 Investment Advisor Representative license. Angela dedicated her career to being a School Psychologist. She obtained her Bachelor of Science Degree in Applied Behavioral Science from Charter Oak State College and her Master of Science in School Psychology from the University of Hartford.
Why Choose Breachway
What independence really looks like.
These aren't marketing claims. They're structural realities embedded into how we are organized, how we are compensated, and how we operate every single day.
Schedule a Conversation01
Clients First — Always
Our clients don't just want advisors who say they put clients first — they insist on it. Breachway is an independent firm that sells nothing but advice. We have no hidden agenda, no sales floor, and no product shelf to push.
02
Independent Thought & Action
As a fee-only RIA, we are free to search the entire universe of investment solutions for the best options for each client. We are not limited to proprietary products or constrained by parent company directives.
03
Fees, Not Commissions
We are compensated like a lawyer or physician — directly, transparently, by you. Our only source of revenue is the fee you pay. We receive nothing from brokerages, insurers, or fund companies. Period.
04
Flexibility Tailored to You
Every client is at a different point in their financial journey. We offer multiple engagement models — asset-based, retainer, and hourly — so our relationship is structured around your needs, not ours.
Who We Serve
We serve a diverse group — united by one common standard.
From young professionals building wealth to retirees preserving it, our clients share an insistence on expert, unbiased advice with no strings attached.
High-Net-Worth Individuals & Families
Both those still building wealth and those who have arrived — at every stage of the journey.
Business Owners
Guidance through liquidity events, exit planning, and long-term wealth stewardship.
Pre-Retirees & Retirees
Income planning, portfolio drawdown strategy, and legacy planning for life's next chapter.
Non-Profit Organizations
Independent, objective investment oversight to help institutions achieve their missions.
Strategic Alliances & Credentials
Backed by the industry's highest standards.
Our professional affiliations and custodial relationship reflect our commitment to rigor, ethics, and the highest level of client care.
Charles Schwab Institutional
Our primary custodian for client assets. Your investments are held securely by one of the world's most trusted financial institutions — never by us.
NAPFA Member
The National Association of Personal Financial Advisors — the country's leading association of fee-only advisors. Members sign a Fiduciary Oath annually.
CFP® Professional
The CERTIFIED FINANCIAL PLANNER™ designation is the gold standard in financial planning — requiring rigorous education, examination, experience, and ethics.
