Make your money count.

Align your financial goals with your values.

Blue Water Wealth is a woman-owned, financial planning and Sustainable, Responsible & Impact (SRI) investment firm. Our integrity goes beyond slogans and promises. We deliver genuine, meaningful impact by consistently advocating for positive change for both your personal finances and the world at large.

Imagine your values and financial goals working together for your future and the planet’s future. It’s not just possible; it’s essential.

Our mission is to make sure you don’t have to sacrifice your values to achieve your financial goals. We invest only in companies that actively have a positive impact on our collective future.

Let’s make money meaningfully

Whether you’re looking for financial planning or wealth management driven by a persistent SRI perspective, we’re ready to help you build a financial future aligned with your higher values.

Professional
Services

Financial
Planning

Planning for the future can provide peace of mind for the present. Let us show you how.

Wealth
Management

Aligning your wealth with your values to benefit you and our planet. Make your money do more.