Financial Advisor in Syracuse NY | BlueWater Capital Management

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.

Our Services

For Individuals

Investment Management Blue Water is committed to providing the highest level of investment advice and financial planning to our clients. As an Independent, fee-only Registered Investment Advisor, it is our mission to lead our clients to financial success. Through a disciplined and thorough process...

Retirement Plan Solutions

SIMPLE. FLEXIBLE. INDEPENDENT. When you sponsor a retirement plan for your employees, you empower them to prepare for a future of financial wellness. Employees gain a new sense of confidence in their retirement plans and as an employer, you leverage a key workplace benefit to potentially attract and...

Portfolio Management For Financial Advisors

Blue Water believes the most successful advisor-client relationship is built on trust and expertise. Are you a financial advisor seeking a smarter, simpler way to expand your business and drive your clients' goals? Even the most skilled professionals can benefit from a collaborative relationship...