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, phone or in-person.
We continue to vigorously monitor the market to protect your assets. Please don’t hesitate to contact us with any questions or concerns.
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...
SIMPLE. FLEXIBLE. INDEPENDENT. When you sponsor a retirement plan for your employees, you empower them to prepare for a future of financial wellness. Employees gain a new sense of confidence in their retirement plans and as an employer, you leverage a key workplace benefit to potentially attract and...
Blue Water believes the most successful advisor-client relationship is built on trust and expertise. Are you a financial advisor seeking a smarter, simpler way to expand your business and drive your clients' goals? Even the most skilled professionals can benefit from a collaborative relationship...
Blue Water Capital Management manages assets for individuals and families,
Sometimes, making smart financial choices is as much about avoiding common financial mistakes as it is about anything else. The following 10 missteps are very common but also can be very harmful.
Managing money can be a big undertaking. Many individuals are highly skilled and motivated people. While this is a positive in most cases, it can sometimes lead people to think they can do everything themselves, including managing their finances.