Blue Water Wealth

At Blue Water Wealth, we believe in a world where financial success is intertwined with positive impact. We are a team of passionate wealth advisors and asset managers on a mission to empower individuals to achieve their financial goals while aligning their investments with their values and promoting a sustainable future.

Who we are

Our team consists of experienced financial planning professionals and activist investors who are driven by a deep commitment to serving clients and creating meaningful change. We are a woman-owned firm, committed to disrupting the traditional financial industry by offering sustainable, responsible, and impactful investment solutions.

What we do

We offer comprehensive financial planning and wealth management services, tailored to each client's unique needs, aspirations, and values. Our services include:

• Financial Planning: Creating personalized plans to manage investments, protect wealth, and achieve financial goals.
• Wealth Management: Implementing investment portfolios that align with individual values, using sustainable, responsible, and impact-driven strategies.

Our Values

Sustainability, responsibility, and impact (SRI) lie at the heart of our investment philosophy. We believe that generating wealth should go hand-in-hand with protecting the environment, preserving resources, and fostering a fairer society. Our SRI approach involves:

• Investing in companies with positive environmental and social impact.
• Avoiding investments in industries that harm people or the planet.
• Actively supporting businesses that prioritize sustainability and ethical practices.

Our Vision

We envision a future where individuals can achieve financial success without compromising their values or the health of our planet. By consciously investing for the future, we can empower communities, mitigate climate change, and create a more equitable and sustainable world for generations to come.