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
Effie Brickell
Financial Planning Associate
Effie is passionate about creating accurate, meaningful financial plans that help clients feel supported throughout the planning process. She brings a warm and caring approach to every interaction, along with an eye for detail and an ability to step back and see how each piece of a client’s financial life fits into the bigger picture.
Effie graduated cum laude from Western Washington University, where she was named the Outstanding Graduate in Financial Economics. While in school, she founded a club for LGBTQ business students, helped establish a financial literacy peer mentor program, and served as treasurer for the WWU Women’s Baseball Team. She looks forward to continuing to build community at Blue Water Wealth and in Portland.
Outside of work, Effie enjoys running, spending time with friends, and hosting events. She’s also known to get crafty when the occasion calls for it, including making specialty mix CDs for the people in her life. A fan of old-school media, you’ll often find her spinning records or watching movies on VHS.
Jeremy Case
Financial Planning Associate
Jeremy believes financial planning starts with understanding what matters most to each client. By listening carefully and asking thoughtful questions, he helps people make confident financial decisions that support the life they want to build. His calm, approachable style helps clients feel supported every step of the way.
Jeremy graduated from Western Washington University with a degree in Finance. He joined Blue Water Wealth as a remote intern in 2023 and transitioned into a full-time role after graduation. While in school, he co-founded a financial literacy program on campus and led educational workshops with fellow peer mentors, strengthening his passion for helping others build financial confidence.
Outside of work, Jeremy enjoys mountain biking, snowboarding, and trail running throughout the Pacific Northwest. Now based in Portland, he looks forward to exploring more of the mountains and coastline that make the region home.