Who we are
We are a woman-owned, women-led team of activist asset managers and financial planners. We’re carving a new path to what’s possible in the financial industry. As a Registered Investment Advisor (RIA) firm, we have a fiduciary obligation to always act in the best interest of our clients. Our approach seeks to create more opportunities to generate wealth in ways that align with values for a better world and supports prosperity for all.
We provide financial planning services that range from affordable, foundational plans, to more complex, holistic plans. Your financial plan starts with where you are today and will be updated annually as your life and your circumstances evolve.
We work with each client to identify their specific financial, social and environmental goals and design a compatible portfolio. We don’t take commissions for our work, which means we advise and guide our clients based solely on their needs with their success in mind.
As wealth managers, our investment portfolios only include companies actively serving the greater good of humans and the planet. We are Sustainable, Responsible & Impact (SRI) investing advisors who believe this investment approach is the optimal path to the wealth and health of us all.
Our Manifesto
We are
Trusted guides for those bold enough to demand that their financial goals align with their values and our collective future.
Diligent SRI advisors who utilize more than “best-in-class” standards to provide comprehensive Sustainable, Responsible & Impact investing. We mean what we say.
Mindful financial planners who embrace the power of peacefulness – peace of mind for our clients and the experience of peace for our larger society.
We believe
In the power of alignment to produce portfolios our clients can be proud of, achieving their financial goals while protecting the future of this planet and all who inhabit her.
That in our capitalistic society, wealth is power, but what we do with that power is a matter of choice.
Voting with your investment dollar puts that power into action as a force for good in this world.
We strive
To manifest abundance without greed by shifting money away from companies that diminish society and investing in those that lift us all.
To be changemakers who leverage the power of money to transform the world.
To reinvent expectations every day as a thriving women-owned firm that recognizes what’s truly possible in this industry.
We know
That as more of us live aligned with our values, we’ll make the kind of waves that change the world for generations to come.
Meet the Blue Crew
Jessica Schmitt
Client Service Associate
Jessica assists clients with general inquiries and requests to provide information and insights, so clients feel empowered and knowledgeable. Her knack for figuring out how to best use systems and tools in the most efficient manner is a boon to our clients and her colleagues.
She is an experienced leader and has completed the Supervisor Bootcamp course and has certifications in many programs, including Excel, Word, Microsoft 365, and HR Payroll.
Jessica’s all-time favorite thing to do is go hiking and camping. She is an enthusiastic dog mom of two pups, a corgi, and an Australian shepherd/husky mix. She is the co-host of a podcast that reviews horror movies, and she loves making art in various mediums—working with charcoal is her favorite.
Jordan Ney
Client Service Associate
Jordan assists our financial advisors by being available to our clients and ensuring they feel supported and heard. His intention is to create ease and clarity throughout the process, which is evident in the care he takes with them.
He has a dual bachelor’s degree in marketing and finance from the University of Houston and years of experience in the financial sector.
Jordan enjoys time with friends, cooking, watching sports, listening to music, playing games, and, most importantly, quality time with his cat, Mochi.
Martin Link
Client Service Associate
Martin is passionate about data integrity, collaborating with others, and providing impeccable customer service. He is enthusiastic about Blue Water Wealth’s SRI investment portfolio strategies. He strives to support clients in their desire to invest in a way that aligns with their values and environmental beliefs.
He enjoys utilizing his decade of experience in the financial planning industry to build trusted relationships with clients.
In his free time, Martin enjoys being outside kiteboarding, paddle boarding, hiking, biking, snowboarding, skiing, and camping. Often, you will find him walking and training his English Staffordshire Terrier, Bunty.
Rachel Mott
Client Service Associate
Rachel expertly holds all the details for client accounts, so she is always ready to answer their questions and convey information to our advisors. As a detail-oriented people person, she gives thorough answers to clients’ questions and offers immediate assistance whenever needed.
She has nearly a decade of customer service experience, and it shows. A cool fact about Rachel is that she is a Notary Public in Oregon.
She loves to visit Oregon’s coast with her partner and their dog, Olive, who loves to run around in the sand. Often, Rachel can be found with a film camera around her neck, taking photos of beach towns. When she is not traveling, Rachel spends her free time playing board games and Magic: The Gathering with friends or knitting, crocheting, and doing cross-stitch.
Sara Briggs
Client Service Associate
Sara is a skillful customer service professional with a passion for assisting clients and making them feel at ease. Her friendly approach and consistent follow-through with all client questions or concerns make her an asset to the Blue Crew.
She has more than 26 years of customer services experience, and it shows.
Sara is a lifelong Oregonian, an expert camper, and a lover of music. She also enjoys entertaining and cooking for loved ones including decorating holiday cookies, and all things horror. Sara’s summertime happy place is her backyard pool.