The Firm
A team you can trust. A structure you can believe in.
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.
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Joseph P. Curran
President & Investment Advisor
Joe founded Breachway Investments on a simple premise: that clients deserve unbiased, expert financial counsel with no hidden agenda. A CFP® professional with decades of experience, he leads the firm's planning and investment strategy.
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Samuel E. Kaplowitz
Vice President & Investment Advisor
Sam brings a rigorous analytical approach to portfolio construction and client financial planning. He works closely with clients to develop investment strategies that are both disciplined and deeply personal.
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Brette M. Connor
Operations Manager
Brette ensures that every aspect of the client experience runs seamlessly — from onboarding and account management to reporting and compliance. Her attention to detail is the backbone of the firm's operational excellence.
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Angela M. Curran
Client Associate
Angela is often the first voice clients hear and the person who ensures every interaction with the firm is warm, responsive, and professional. She supports the advisory team and keeps client relationships running smoothly.
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.
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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.
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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.
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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.
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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® Certified
The CERTIFIED FINANCIAL PLANNER™ designation is the gold standard in financial planning — requiring rigorous education, examination, experience, and ethics.
Columbia ACPM — CPM®
The Certified Portfolio Manager designation from Columbia University's Academy — representing elite-level expertise in discretionary portfolio management.