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...
 

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 back office operations to us....

Our Team

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

Why Clients Choose Us?

Insights

September Monthly Recap

by Alfie Manuel, Investment Analyst, Envestnet PMC on
Categories
September lived up to its reputation of being one of the most eventful months of the year, from both a monetary policy and geopolitical headlines perspective. Political discord, trade rhetoric, and the Federal Reserve’s (the Fed) policy comments on...

What Are Your Planned Giving Options?

by Tom Brown on
Categories
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with...

The Key to Dividend-Paying Stocks

by Ali Vitale, AVP, Portfolio Manager, Envestnet PMC on
Investors traditionally have had an appetite for yield. Sitting back and collecting a quarterly payment from doing nothing more than making an initial investment is attractive, especially to retirees or those depending on a consistent stream of cash flow. Dividend investing not only offers a...