Blue Water Capital Management, LLC
Financial Advising
Hours:
507 Plum St #102, Syracuse NY 13204
Hours
About Blue Water Capital Management, LLC
Blue Water Capital Management, LLC is a Syracuse, NY-based, SEC Registered Investment Adviser specializing in retirement plan consulting, individual wealth management, and third-party asset management. The firm is a fiduciary, bound to give guidance that is in clients' best interests. Reviews describe the team as extremely knowledgeable, patient, and wonderful, providing top-notch customer service and education. Clients report the team is quick to answer questions and offers helpful educational suggestions for building portfolios. They have successfully managed retirement plans for both individuals and businesses, with clients expressing great happiness with the management and planning to remain clients for many years to come.
Most Recent Reviews
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September 2023
Blue Water has been managing my 401k plan for the past year. Thus far, they have been an absolute joy to work with! They are extremely knowledgable and they are always quick to answer any questions I may have. I appreciate their educational suggestions when it comes to building my portfolio!
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May 2022
Adam the CEO is amazing! He works hard for his friends employees. He’s diligently working for the company and expanding to Puerto Rico and US territories!
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March 2021
BWCM has been managing my Roth and 401k plans for a few years now---they are extremely knowledgable about the markets and I love how educational they are. Appreciate the quick communication and insight as I build my portfolios.
More Comments(4)
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Syracuse, New York
