Summary of Services
Blue Water Capital Management, LLC offers a variety of services to meet your needs. Here is a summary of our Financial Planning and Investment Services.
A detailed retirement and income plan for those already in retirement, or considering retirement within 3 years .
For those who are 3-15 years away from retirement who would like a review of their entire financial picture.
For those seeking completely custom-tailored professional management of their investment portfolio.
Throughout the year we offer a limited number of investment consultations and portfolio reviews.
$220/hour with a 2.5-hour minimum ($550)
Contact us for availability
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