About BLUEWATER WEALTH MANAGEMENT, LLC
BLUEWATER WEALTH MANAGEMENT, LLC is a leading financial management firm that offers comprehensive services to its clients. With a team of experienced and knowledgeable advisors, BLUEWATER WEALTH MANAGEMENT, LLC is committed to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning services
- Utilizes a holistic approach to wealth management
- Provides expert investment advice
- Helps clients maximize tax efficiency
Facts and Insights
In order to provide the best possible services to its clients, BLUEWATER WEALTH MANAGEMENT, LLC stays up-to-date on the latest trends and developments in the financial industry. Here are some key facts and insights about the company:
- Founded in 2003 by John Smith, a highly experienced financial advisor with over 25 years of experience
- Headquartered in New York City, with additional offices in Los Angeles and Chicago
- Consistently ranked as one of the top financial management firms in the country
- Proud member of the Financial Planning Association (FPA)
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 15 | 17 years |
Financial Services Offered
BLUEWATER WEALTH MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Risk management and insurance
Client Types
BLUEWATER WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- Individuals and families
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
At BLUEWATER WEALTH MANAGEMENT, LLC, we believe in transparent and fair fee structures. Our fees are based on a percentage of assets under management and are determined during the initial consultation with the client.
Our advisors do not receive any commissions or compensation from third parties, ensuring that their recommendations are always in the best interest of our clients.
Background
The team at BLUEWATER WEALTH MANAGEMENT, LLC consists of highly qualified and experienced financial advisors who are dedicated to helping clients achieve their financial goals. With a combined experience of over 50 years in the industry, our advisors have the knowledge and expertise to provide sound financial advice.
Financial Advisor Disclosures to Know
BLUEWATER WEALTH MANAGEMENT, LLC is committed to maintaining the highest ethical standards and ensuring full transparency with its clients. As such, our advisors adhere to all relevant regulations and disclose any potential conflicts of interest or any other important information to clients.