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 Response to COVID-19

In response to COVID-19, all of us at Blue Water Capital Management, LLC feel a responsibility to help mitigate the spread of the virus and provide a safe environment for all of our clients. We are currently available for video meetings via Zoom, by email or phone. 

In-person meetings are set to resume again on July 13th with social distancing and safety precautions in place, set forth by the NYS CDC. This includes wearing a mask and remaining 6 feet apart. 

We continue to vigorously monitor the market to protect your assets. Please don’t hesitate to contact us with any questions or concerns.



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...

Retirement Plan Solutions

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 operations to us. Financial...

Our Team

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

Why Clients Choose Us?


In the months leading up to another historic presidential election in the United States, most investors had polarizing views about how the economy and stock markets would react depending on who was in the oval office. One side viewed another four years of Trump as the only way the economy could continue to grow and the stock markets continue to go up. On the other hand many people believed that without Joe Biden in the White House, the economy was going to experience a period of catastrophic policy changes sending America’s international standing and economy into the toilet. Only time will tell which side was right but here are some historical facts to better understand what the outcome to your investments might be.