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

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

BlueWater Wealth Management, LLC provides tailored investment management and project-based financial planning services to individuals, high‑net‑worth clients, and employer plan sponsors, including pension and profit‑sharing plans. The firm manages approximately $33 million in client assets across a small client roster and offers both fixed‑fee planning engagements and hourly planning as described in its brochure. The firm’s investment approach emphasizes Modern Portfolio Theory and primarily uses passive index mutual funds and ETFs to construct diversified portfolios, while incorporating fundamental analysis and individualized investment policies to set asset allocation and security selection. Account supervision includes regular reviews and adjustments based on client goals, risk tolerance, and tax considerations. What distinguishes the firm is its combination of pension consulting and employee benefit plan services alongside individual wealth management, drawing on the firm principal’s prior experience in pension plan oversight, as noted in the brochure. The firm also conducts educational seminars and speaking engagements at no charge, and manages relatively large asset relationships per client compared with many peers in the independent adviser category.

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