Who We Are
Blue Water Capital Management, LLC is a Syracuse, NY–based investment adviser. Founded in 2007, we specialize in retirement plan consulting, individual wealth management, and 3rd party asset management.
As a fee-only adviser, Blue Water acts as our client’s trusted investment fiduciary.
Our mission is to define what financial success means to our clients and design a plan to get there.
Partnership with Perigon Wealth Management
We are excited to announce Blue Water Capital Management's new partnership with Perigon Wealth Management, a top ranked, $7 billion national investment and financial planning firm. While the team at Blue Water remains the same, we anticipate this partnership will allow us to deliver enhanced services, investment solutions, and enhanced efficiency to help our clients toward meeting their financial goals.
As a client, your loyalty means the world to us. We look forward to continuing to serve you as a proud Perigon Partner.