Who We Are

Blue Water Capital Management, LLC is a Syracuse, NY – based, SEC Registered Investment Adviser, specializing in retirement plan consulting, individual wealth management and 3rd party asset management. 

As a fee – only adviser, Blue water acts as our client’s trusted investment fiduciary.
Our mission is to define what financial success means to our client’s and design a plan to get there. 

Our Services

For Individuals

Blue Water is committed to providing the highest level of investment advice and financial planning to our clients. As an Independent, fee-only Registered Investment Advisor, it is our mission to lead our clients to financial success. Through a disciplined and thorough process, we help our clients cl...

For Employers

Simple. Flexible. Independent. Blue Water’s Retirement Plan Services are designed to deliver the highest quality of investment management and educational services to our business clients and their employees. The team at Blue Water that designs retirement plans and researches the investments is also...

For Financial Advisors

Blue Water believes the most successful advisor client relationship is built on trust and expertise. Financial advisors who work with Blue Water get to experience more time focusing on their client relationships while leaving the investment management and back office back office operations to us. Ma...

Our Team

Blue Water Capital Management manages assets for individuals and families,
providing investment management, and financial planning services.

Why Clients Choose Us?

Insights

March Monthly Recap

by Scott Keller, Portfolio Manager, Envestnet PMC on
Domestic equity markets continued to post positive returns for March, although at reduced rates when compared with performance for January and February. All three months combined to give domestic markets a notable opening quarter for the year. In fact, it was the...