Blue Water Capital Advisors is an independent registered investment advisory firm that manages portfolios and provides a wide range of Wealth Management services for successful, affluent and high net worth investors, including: entrepreneurs, professionals, family trusts, private charitable foundations, and estates. We also serve a select number of institutional clients. The firm is committed to meeting the needs of its clients – preserving their capital, managing risk, and delivering long-term investment returns through a range of market conditions and cycles. The team has over a half century of combined investment experience and have been providing quality financial planning and investment advice locally for many years. We provide our clients customized investment plans that are professionally managed by our sophisticated and experienced portfolio management team with actively managed in-house investment strategies. Blue Water is dedicated to providing strong, risk adjusted returns with the highest level of exceptional service.
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