COVID-19 Alert: Blue Water Capital Management, LLC is primarily working from home offices and using remote meetings, but can meet in-person as well.
If you have concerns about the markets, or would like to have us look over your investments, please feel free to contact us.

Specializing in retirement planning and personalized investment management.

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Access to Blue Water's client portal.

Retirement Plan

Review the assumptions and progress of your retirement plan.

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Insights & Resources

Investing Insights
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Retirement Income Playbook
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Main Office
Blue Water Capital Management, LLC
  315 South Salem Street #422
      Apex, NC 27502
  (919) 589-2528
  info@bluewaterportfolios.com

About Us

Looking for an experienced and trustworthy financial advisor? Start with these characteristics:

Independent
Fee-Only
Fiduciary Responsibility
CFP® Professional
Experience (20+ years)
Client Focused

Learn more about Blue Water’s approach

Personal Investment Services

We offer completely customized investing services to meet your needs. We use our ACTION plan to develop a low-cost, tax-efficient, globally diversified, factor-capturing Base Portfolio. We then personalize it based on your goals and preferences resulting in a custom-tailored portfolio just for you.

Learn more about our professional investment management.

Retirement Income

Wondering how you’re going to fund your retirement and make it last?

You’re not alone. Many people approaching or already in retirement have similar concerns.

Using strategies from our Retirement Income Playbook, we can design a “game plan” to help you achieve your retirement goals. We’ll review your goals and concerns, analyze various scenarios and develop a comfortable, yet effective, retirement plan.

Learn more about our retirement strategies.

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About Us

A different way to view financial advising.

We are not driven by sales quotas. Being independent lets us work for you. Since commissions have been removed from the equation, our only incentive is to offer you the best advice. You can trust us to work in your best interest by delivering experienced and professional advice. Learn more about how we are able to offer expert-level advice at an affordable price.

Learn more about our unique strategy

Main Office

Blue Water Capital Management, LLC

315 S. Salem Street #422
Apex, NC 27502

Contact Info

Phone: (919) 589-2528

Email: info@bluewaterportfolios.com

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