Phone: (503) 296-8700

Our quest as a firm is to nurture the presence of peace & joy in the lives of our clients through a holistic, intensely service-oriented and highly tailored approach—an approach that seamlessly combines the power of Comprehensive Financial Planning with the efficiency of a Coordinated Asset Management Program.

Getting Started

Comprehensive Financial Planning is the first step on the journey.

Our work begins with an initial consultation. In this session, we discuss our approach to working with our clients, and engage in a review of your financial situation, and your objectives for the management of your wealth.  

Let's Work Together

Why Blue Water Wealth?

We care about our clients, and we work each day to tangibly express that caring in the form of our actions.

We are based in the wonderful city of Portland, Oregon. As a reflection of our values, we provide our employees fully paid benefits and above-average wages. If you believe in the importance of equity in our society, then our values align with yours.   Our Approach

Our Clients' Journeys

Shadows cast on the red sand of Merzouga in Morocco

Our Clients' Journeys

John & Kelly in Alaska

Our Clients' Journeys

Kathryn & Robert in Florence

Our Clients' Journeys

Our Clients' Journeys

Grandson & me strolling along Cannon Beach

Our Clients' Journeys

Phil and Lancia in Venice

Our Clients' Journeys

Grow Older, but never Grow Up

Our Clients' Journeys

Beach in Nice, France

Our Clients' Journeys

Our Clients' Journeys

Enjoying retirement in Arizona!

Our Clients' Journeys

Minnie & Calvin cruising

Our Clients' Journeys

Art Shop in France

Our Clients' Journeys

Nancy Surfing on the North Shore

Our Clients' Journeys

Therese & baby goat

Our Clients' Journeys

Our Clients' Journeys

Karen riding Ox in Cuba

Our Clients' Journeys

11th century Hait-Ben-Haddou

Our Clients' Journeys

Our Clients' Journeys

Sea Lion on Beach in the Galapagos

Our Clients' Journeys

Alaska Glaciers

Our Clients' Journeys

Lilly at Cannon Beach

Our Clients' Journeys