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 clearly define what “financial success” means to them and create a plan to achieve it.

Investment Management 

Blue Water Utilizes both active and passive management to design portfolios that tailor to our client’s risk tolerance and return expectations.

Financial Planning

All Blue Water clients have access to state-of- the-art financial planning which lays the blueprint of how we will achieve their “financial success.”

Financial “Concierge” Consulting

At Blue Water we go above and beyond to assist you with other areas of wealth management such as social security, estate planning and insurance needs.