The mission of Bluewater Investment Strategies is to help individuals reach their financial goals by carefully listening to their specific needs and then crafting a personalized strategy utilizing proprietary investment models.

At Bluewater Investment Strategies we understand the hard work, time and effort our clients put into their businesses and careers to build their wealth. We take seriously the privilege of working with our clients to manage their hard-earned money. By taking the time to listen to each clients’ goals and objectives, we build customized portfolios to suit their specific needs which are continually monitored through regular communication.

Services

Investment and Wealth Management

Financial and Retirement Planning

College Planning

Estate Planning

Insurance Planning

Tax Management