Blue Water Capital Management has been providing Syracuse, NY, businesses and individuals with sound financial advice and management since 2007. Our team is made up of knowledgeable and experienced financial professionals. We encourage you to learn a little more about Blue Water Capital Management to see why we are the right choice to be your financial advisor.
We are an SEC Registered Investment Advisor dedicated to helping individuals and businesses with asset management, retirement planning, and wealth management. We are committed to empowering you to achieve your financial goals. Vigorous market monitoring to protect your best interests even in the event of the unexpected.
We are an SEC Registered Investment Advisor dedicated to helping individuals and businesses with asset management, retirement planning, and wealth management. We are committed to empowering you to achieve your financial goals. Vigorous market monitoring to protect your best interests even in the event of the unexpected.
Services
You may not have considered how your financial advisor gets paid, but you should. The way your financial advisor gets compensated can make a significant difference in the advice they give. Even one who is trying to make sound recommendations for their clients can be influenced by choices that would serve their own financial interests over their clients'.
Blue Water Capital Management, LLC is a fee-only, independent, Syracuse-based SEC-registered investment advisor. We work with individuals and organizations in the central New York Region to help them make sound financial decisions. Our main areas of specialty are retirement plan consulting, individual wealth management, and third-party asset management.
Blue Water is committed to providing the highest level of investment advice and financial planning to our clients. As an Independent, fee-only Registered Investment Advisor, it is our mission to lead our clients to financial success. Through a disciplined and thorough process, we help our clients clearly define what "financial success" means to them and create a plan to achieve it.
Blue Water's Retirement Plan Services are designed to deliver the highest quality of investment management and educational services to our business clients and their employees. The team at Blue Water that designs retirement plans and researches the investments is also the team that meets one-on-one with your employees.
Blue Water believes the most successful advisor-client relationship is built on trust and expertise. Financial advisors who work with Blue Water get to experience more time focusing on their client relationships while leaving the investment management and back-office operations to us.
Financial advisory firms are increasingly finding that by using third-party asset management expertise, they can streamline their product offerings to be more efficient while still providing the valuable services their clients require.
Financial advisory firms are increasingly finding that by using third-party asset management expertise, they can streamline their product offerings to be more efficient while still providing the valuable services their clients require.
Reviews (1)
Maggie Swift
Aug 16, 2020
Report
