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?


March of the Unicorns?

by Suresh Ramasamy, Investment Analyst, Envestnet PMC on
Unicorns are mythical creatures, whose sitings are supposed to be rare, but they are spotted in herds these days, especially their initial public offering (IPO) on Wall Street. If the hype from Wall Street becomes reality, 2019 could be a blockbuster year for the...

Is this the Wrong Summer for a Road Trip?

by Christine Kirk, Investment Analyst, Envestnet PMC on
As the summer months approach, it is time for the usual rise in gas prices. This seasonal trend is normal, as demand for gas increases with the warming weather. In addition, this is when the changeover to the more expensive summer-blend gasoline occurs, and most refineries cut...