A complete list of active advisors currently associated with Blue Water Wealth

Warmer can help you find a great advisor at Blue Water Wealth or one who fits your needs even better.

Blue Water Wealth provides financial planning and ongoing discretionary portfolio management to individuals and high-net-worth clients, and also delivers retirement-plan and consulting advice. The firm reports managing roughly $473 million on a discretionary basis and advising on an additional approximately $588 million in client assets, including 401(k) plan assets. Portfolios are typically built and overseen through a coordinated discretionary program that emphasizes Sustainable, Responsible, and Impact (SRI/ESG) investing and tailored asset allocation. The firm combines direct investments in stocks, bonds, mutual funds and ETFs with access to third‑party money managers (TPMMs) and private securities, and it conducts regular monitoring and rebalancing in line with client objectives. Distinctive features include an explicit, firm-wide SRI/ESG investment orientation applied to client programs and a substantial advisory footprint outside traditional AUM via plan and consulting relationships. Blue Water Wealth also integrates TPMMs and private investments into client solutions and describes formal fair‑value processes for valuing private holdings, which is less common among peers of this size.

To learn more about the advisors currently working at Blue Water Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.