Blue Water Capital Management, LLC
Investment-Management
Website
Company Tagline
We manage your assets so you can manage your life (or business). Investing by Design.
Industry Category
Business Keywords
Company Description
Blue Water Capital Management, LLC is a leading investment management firm dedicated to empowering financial wellness through accessible, high-quality advice. Located in Syracuse, New York, Blue Water Capital Management operates as a fiduciary fee-only Registered Investment Advisor (RIA), ensuring that client interests always come first. The company’s commitment to excellence and client-focused service makes it a trusted partner for individuals and institutions alike.
Blue Water Capital Management, LLC specializes in a range of services, including Retirement Plan Solutions, Individual Wealth Management, and Third-Party Asset Management Programs. With a focus on designing investment plans that align with each client’s unique goals, Blue Water Capital Management strives to provide comprehensive support for long-term financial success. The firm's primary address is 507 Plum St, Suite 102, Syracuse, New York 13204, US, with additional locations in Utica, NY 13501, US, and Oswego, NY 13126, US.
At Blue Water Capital Management, the mission is to help clients manage their assets effectively, allowing them to focus on their lives and businesses. By offering tailored financial planning and wealth management services, Blue Water Capital Management, LLC aims to build lasting relationships and deliver exceptional value. We invite the management of Blue Water Capital Management, LLC to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
Blue Water Capital Management, LLC est une société de gestion d'investissement de premier plan dédiée à l'autonomisation du bien-être financier grâce à des conseils accessibles et de haute qualité. Située à Syracuse, dans l'État de New York, Blue Water Capital Management opère en tant que conseiller en investissement enregistré (RIA) fiduciaire à honoraires uniquement, garantissant que les intérêts des clients passent toujours en premier. L'engagement de l'entreprise envers l'excellence et le service axé sur le client en fait un partenaire de confiance pour les particuliers et les institutions.
Blue Water Capital Management, LLC se spécialise dans une gamme de services, notamment les solutions de régime de retraite, la gestion de patrimoine individuel et les programmes de gestion d'actifs tiers. En mettant l'accent sur la conception de plans d'investissement qui correspondent aux objectifs uniques de chaque client, Blue Water Capital Management s'efforce de fournir un soutien complet pour la réussite financière à long terme. L'adresse principale de l'entreprise est 507 Plum St, Suite 102, Syracuse, New York 13204, États-Unis, avec des adresses supplémentaires à Utica, NY 13501, États-Unis, et Oswego, NY 13126, États-Unis.
Chez Blue Water Capital Management, la mission est d'aider les clients à gérer efficacement leurs actifs, leur permettant ainsi de se concentrer sur leur vie et leurs activités. En offrant des services de planification financière et de gestion de patrimoine sur mesure, Blue Water Capital Management, LLC vise à établir des relations durables et à offrir une valeur exceptionnelle. Nous invitons la direction de Blue Water Capital Management, LLC à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage leur présence sur le marché.
Key Personnel / Employees
Compare Companies Side by Side
Compare Blue Water Capital Management, LLC with 3 companies in Investment-Management
| Comparison Field |
Blue Water Capital Manage...Main Company |
Liberty Wealth Advis...View Profile |
HBKS Wealth AdvisorsView Profile |
Three Oaks WealthView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1999 | 2001 | 2014 |
|
Company Size
|
— | 11-50 | 51-200 | 2-10 |
|
City
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Syracuse, New York | Royal Oak, Michigan | Erie, Pennsylvania | |
|
Country
|
United States | United States | United States | |
|
Skills & Keywords
Comparing with main company
|
11 Total Skills
Investment Management
Wealth Management
Retirement Planning
Asset Allocation
Financial Planning
RIA
Financial Wellness
Retirement Plan Services
Fiduciary Assistance
3rd Party Asset Management
Fee-Based
|
9 Total
1 Common
8 Unique
Match
9%
Common Skills:
Retirement Planning
Unique Skills:
College Education Planning
DFA
Estate & Legacy Planning
Exchange-Traded Funds (ETFs)
Index Funds
Index Investing
+2
|
5 Total
1 Common
4 Unique
Match
9%
Common Skills:
Retirement Planning
Unique Skills:
Business Succession Planning
Insurance Services
Tax-Wise Investing
Wealth Transfer
|
2 Total
1 Common
1 Unique
Match
9%
Common Skills:
Retirement Planning
Unique Skills:
Portfolio Management
|
4
Total Companies1999
Oldest Founded1
Countries24
Unique SkillsSimilar Companies
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Alternative Company Names
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