Blue Water Advisors, LLC is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission. The firm was founded to deliver objective, client-centered financial advice and services. They specialize in creating customized financial plans and investment portfolios for high-net-worth individuals and families, focusing on long-term goals and multigenerational wealth transfer. Their services encompass all aspects of a client's financial life, including retirement planning, tax strategies, estate planning, and risk management, acting as a personal CFO for their clients.

Founded in

United States