Bluewater Wealth Management, LLC

Overview

Bluewater Wealth Management, LLC is an independent registered investment adviser serving individual and family clients. The firm emphasizes equity-focused portfolios, with a notable allocation to non-exchange traded equities, and supplements core holdings with mutual funds and third‑party real estate strategies. Service lines center on financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars/workshops. Fee structures combine percentage of assets under management, hourly charges and fixed fees. Bluewater is not positioned as a multi-state adviser or a capital allocator. The firm does not identify as an active ESG investor. Its business model is compact and client-focused, favoring direct advisory relationships rather than institutional or large-scale fund sponsorship.

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Investments & Alternatives

Location & Offices