A complete list of active advisors currently associated with Bluewater Wealth Advisors, LLC

Warmer can help you find a great advisor at Bluewater Wealth Advisors, LLC or one who fits your needs even better.

Bluewater Wealth Advisors serves individuals — including high-net-worth clients — as well as trusts, estates, charitable organizations and business entities, providing comprehensive financial planning, consulting, and wealth management services. The firm reported $145,781,465 in discretionary assets under management across 27 client relationships and offers both fixed-fee planning engagements and asset-based wealth management. Investment decisions are made by an internal Investment Committee that follows a top-down macroeconomic framework and draws on fundamental, technical and sentiment analyses to construct portfolios. Portfolios are allocated among mutual funds, ETFs, individual securities, interval funds and, when appropriate, Independent Managers, and the firm advises on held-away products such as variable annuities and employer retirement plans. Distinctive features for a firm of this scale include a high AUM concentration per client and the explicit use of less liquid vehicles (interval funds) and negotiated arrangements for held-away assets, which the brochure highlights as part of its service scope. The firm is recently registered, discloses that equity is held through separate holding entities, and does not accept proxy voting authority for client accounts (clients receive proxies directly).

To learn more about the advisors currently working at Bluewater Wealth Advisors, LLC, 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.