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.

Complimentary Phone Meeting

We offer an initial phone meeting to get to know each other and see if we’re a good fit. Our meeting usually runs about 30 minutes and consists of:

  • Discussing your concerns and what you’d like to accomplish
  • Reviewing our services and fees
  • Answering any questions you may have
  • Reviewing what you can expect, and the next steps (completing questionnaire, gathering required documents, signing service agreements, next meeting)

Schedule a Meeting

Just have a quick question? Give us a call at (919) 589-2528 or send us an email.