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

Investment Management 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...
 

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?

Insights

Tech Stocks Reach New Heights

by Tom Brown on
Despite being in a global pandemic, Nasdaq and tech stocks have boomed. The global economy has been shuttered by the coronavirus throughout the past year, but key tech stocks have led a stock market recovery.

Gift Tax Limits

by Tom Brown on
The Internal Revenue Service, or IRS, defines a tax exemption limit for items given as gifts. If you’re planning to give a large gift to a friend, family member, coworker, or organization, it’s essential to understand how that gift will be taxed. Navigate this crucial tax question and continue to hit your financial goals with the help of Blue Water Capital Management in the Syracuse, NY, area. Keep on giving confidently and prepare your estate with peace of mind by working with our leading team of advisors.
There are elements of the new stimulus package that many investors find intriguing. Money has been added to the Paycheck Protection Program, which will offer forgivable loans for challenged businesses retaining employees throughout the pandemic. The new PPP is providing an additional $284 billion in forgivable, federally backed loans. This is likely to indirectly support the markets because it provides funds to keep businesses open and keep people employed.