Blue Water Capital Management, LLC
Why pick this one
Blue Water Capital Management specializes in retirement planning and is a fee-only fiduciary firm with 20 years of experience.
Best for
- retirees needing personalized financial planning
- clients with portfolios of $1.25M+
Look elsewhere if
- clients seeking one-time financial reviews
- those looking for a high-volume advisory firm
Specialties
- retirement planning
- investment management
- tax planning
- risk management
- estate planning
Certifications
- CERTIFIED FINANCIAL PLANNER
What makes them different
- Independent advisory firm not affiliated with Wall Street
- Fee-only structure with no commissions or referral fees
- Acts as a fiduciary, prioritizing clients' best interests
- Over 35 years of combined experience among advisors
- Client-focused approach limiting new clients for personalized service
- Response time
- no pressure or commitments–just a quick call
- Years in business
- 20
- Serves
- Apex, virtual clients across the country
Distilled from this business's own website.
Contact & Location
- Address
- 315 S Salem St Unit 422, Apex, NC 27502
- Phone
- 9195892528
- Website
- http://www.bluewaterportfolios.com/
- info@bluewaterportfolios.com
Services
- wealth management