Blue Water Wealth, Inc. Employee Directory

Financial ServicesOregon, United States0-1 Employees

Our quest as a firm is to nurture the presence of peace & joy in the lives of our clients through a holistic, intensely service-oriented and highly tailored approach—an approach that seamlessly combines the power of Comprehensive Financial Planning with the efficiency of a Coordinated Asset Management Program. We are a client-centered enterprise dedicated to delivering outstanding service and informed advice. We strive to understand your vision for your future such that we can help you make today’s financial and wealth management decisions in the context of a much larger whole—the whole that encompasses the journey of a lifetime. In serving you, we affirm the following: The essence of planning is providing our clients with the facts with which to make informed decisions. The core of advice is a holistic approach. The heart of the matter is manifesting your vision. The key to effective wealth management is to frame it in the context a comprehensive financial plan. Each of our Lead Advisors is supported by team of dedicated professionals—a Client Service Manager, an Investment Operations Specialist and a Financial Planning and Insurance Specialist. This approach of serving clients with an integrated team is unique in our industry. When you retain the services of one of our Lead Advisors, you will experience the power of this method. Our service is outstanding because there’s always someone in the office who knows who you are, and who can respond promptly to your requests and inquiries. If you seek the peace of mind that flows from working with a team of caring professionals who are true masters of their craft, know that you have found it in the form of Blue Water Wealth.

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