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.