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September 2023 by Hope Bronsky
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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September 2023 by Laura Garcia
The team at Blue Water Capital management is knowledgable, patient and wonderful. They recently helped us set up a retirement plan for our employees and provided top notch customer service and education for both the administrative team and all participating employees. We could not be happier with the management of this plan and will be a client of theirs for many years to come!
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May 2022 by Antonia Harvey
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 by Maggie Swift
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.
