Blue Water Capital Management, LLC - Apex, North Carolina

Blue Water Capital Management, LLC: A Comprehensive Overview

Blue Water Capital Management, LLC is a respected financial services firm dedicated to providing comprehensive and personalized solutions for individuals seeking to achieve their financial goals. Located at 315 S Salem St #422, Apex, NC 27502, and reachable at Phone: 95892528, Blue Water Capital Management offers a suite of services designed to address diverse financial needs. Their website, Website: bluewaterportfolios.com, serves as a valuable resource for potential clients, providing detailed information about their approach and services.

Specialties include acting as a Financial Planner, a Financial Consultant, and providing a thorough Investment Service. The firm distinguishes itself through a commitment to understanding each client's unique circumstances, risk tolerance, and long-term objectives. They strive to build lasting relationships based on trust, transparency, and a proactive approach to financial management. Blue Water Capital Management’s philosophy centers around guiding clients through the complexities of the financial landscape, ensuring they make informed decisions aligned with their aspirations.

Location and Accessibility

The firm’s address in Apex, North Carolina, places them within a thriving business community. This location offers convenience for clients in the surrounding area. Blue Water Capital Management prioritizes accessibility for all clients, offering a range of services to accommodate various needs. The facility is Wheelchair accessible, boasting an accessible entrance, parking lot, and restroom. Appointments are required, and are strongly recommended to ensure dedicated attention and effective planning. The firm operates with a client-centric philosophy, emphasizing the importance of personalized attention and tailored strategies.

Key Points of Interest

Beyond the core services, Blue Water Capital Management provides several additional features designed to enhance the client experience. Online appointments offer flexibility and convenience, allowing clients to schedule consultations from the comfort of their homes. Onsite services provide a dedicated space for in-person meetings and a more traditional approach to financial planning. The commitment to accessibility extends to restroom facilities, ensuring a comfortable experience for all visitors. The firm’s dedication to meeting client needs is evident in its focus on convenience and personalized support.

Client Feedback and Reputation

Blue Water Capital Management has garnered positive feedback from its clientele, reflected in its Average opinion: 5/5 rating on Google My Business, with a total of 7 reviews. These reviews consistently highlight the firm’s professionalism, responsiveness, and compassionate approach. One client specifically noted their outstanding experience working with Deborah Hobart, praising her promptness, professionalism, and ability to help them explore all available options. The client’s desire to validate their financial plan and identify any potential gaps underscores the depth of service offered by Blue Water Capital Management. Another client emphasized the firm’s crucial role in helping them successfully execute their retirement plans, demonstrating the tangible benefits of their expertise. The recurring theme in client feedback speaks to a dedication to building confidence and providing support throughout the financial planning process.

Services Offered – A Closer Look

• Financial Planning: Blue Water Capital Management develops customized financial plans that encompass budgeting, savings, investment strategies, retirement planning, and estate planning.
• Financial Consulting: The firm provides expert advice on a wide range of financial matters, helping clients make informed decisions about investments, insurance, and other financial products.
• Investment Service: They offer tailored investment portfolios designed to align with clients’ risk tolerance and financial goals, utilizing a variety of asset classes and investment vehicles.
• Retirement Planning: A specialized service dedicated to helping clients prepare for a comfortable and secure retirement, addressing factors such as savings, income planning, and healthcare costs.
• Estate Planning: Assistance with creating comprehensive estate plans, including wills, trusts, and powers of attorney, to ensure assets are distributed according to clients’ wishes.

Blue Water Capital Management consistently demonstrates a commitment to providing high-quality service and building long-term relationships with its clients. Their focus on accessibility, combined with their expertise and dedication, positions them as a valuable resource for individuals seeking to manage their finances effectively and achieve their financial aspirations. The firm's dedication to personalized service and its proactive approach to financial management are key differentiators in a competitive market. It’s clear that Blue Water Capital Management prioritizes understanding its clients’ individual needs and developing solutions that are tailored to their unique circumstances.

Contact Information and Further Resources

For further information or to schedule an appointment, clients can contact Blue Water Capital Management at Phone: 95892528 or visit their website at Website: bluewaterportfolios.com. They are conveniently located at 315 S Salem St #422, Apex, NC 27502. Potential clients are encouraged to explore the website for detailed information about the firm’s services and approach. The online appointment system offers a convenient way to schedule consultations, while onsite services provide a more traditional setting for in-person meetings.

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👍 Reviews of Blue Water Capital Management, LLC

James D.

5/5

Our experience working with Deborah Hobart was outstanding. She was prompt, professional, compassionate and helped us to explore all our options. We were looking to validate that our plan was viable and to help us identify any gaps we had not yet considered. My wife and I will recommend her to our family and friends who need someone to provide them with the insight and support to successfully execute their retirement plans.

Bill G.

5/5

My wife and I were looking for a non-commission based financial advisor that could help guide us through the murky waters of financial planning without the pressure of the sell. Terry helped us to clarify our situation and presented us with opportunities for improved financial health. We found him to be very personable, professional, and approachable. We are very happy with the decision we made to work with him.

Nadine S.

5/5

My husband and I have been with Blue Water Capital Management for over 10 years. Terry always explained both the pros and cons of our options in a manner that made it easy for us to understand so that we both had peace of mind. As we approach our retirement in a couple years, we are happy to find ourselves in a good financial place and ready to enjoy our retirement for decades to come. We would highly recommend Terry and Blue Water Capital Management for their unique financial approach to achieving our financial needs.

Ron S.

5/5

Deborah was fantastic! She provides very thorough, holistic, and detailed analysis of our current financial picture and steps to take in order to meet stated financial goals. We made a number of changes once we saw the reporting.

Yanling G.

5/5

Terry is very professional and accessible! Whenever we have questions towards our financial situation, Terry is always there to help. We are very happy with his service and would definitely recommend his company to anyone who seek financial help in the area.

Brian B.

5/5

Anthony S.

5/5