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
Ayden Al-Shimary, CRPC®
Financial Planning Associate
Ayden gathers information and data to generate reports that tell the story of a client’s financial situation. This allows us to see the big picture more easily and help our clients make informed decisions around retirement, large expenses, or any changes to their financial situation.
Ayden has a Bachelor of Arts in finance from the University of Washington’s Foster School of Business. He is excited to be a part of a firm that works to generate wealth and create a better world at the same time.
In his free time, Ayden enjoys spending time with friends, playing chess, golfing, or exploring the Emerald City. He’s also quite the skilled piano player and continues to practice and play regularly.
Cherish Sutull, CFP®, CFA®
Lead Advisor - Seattle Managing Director
Cherish lives her life intentionally according to her values, which informs how she advises and builds client relationships. Through attentive listening, Cherish discovers what is important to clients and what it means to them to live aligned. This allows her to support them in achieving their financial goals without sacrificing their values.
She has over 20 years of experience in the financial planning and investment management industry. She is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and a Certified Wealth Confidant™ with a BS from George Fox University and an MBA from Seattle University.
Cherish surrounds herself with people who wholeheartedly support her and whose hearts are in the right place. She manifests living aligned by taking time and space to care for herself and maintain a healthy, active lifestyle. She is a former college athlete turned expert mountain biker and skier. Her other greatest joy is being present with her kids and learning along with them as they experience life and discover what matters to them.
David Ream, CFP®
Lead Advisor
When clients have questions regarding their finances and investments, David has answers. He helps clients determine what assets to sell to cover Required Minimum Distribution (RMD) withdrawals, how to invest their retirement plan contributions, how to pay for major purchases, and everything in between.
David has more than two decades of finance experience prior to Blue Water Wealth. During that time frame, he played an integral role in designing the client portfolios for the Seattle practice that later joined Blue Water Wealth. David is a Certified Financial Planner (CFP) and holds bachelor’s degrees in business administration and political science.
Spending time with his wife and sons is David’s favorite activity. They love to go to the zoo, walk around Greenlake in Seattle, travel north to Whidbey Island to visit relatives, and spend time with their cat, George. You might find him at the driving range if he is not hanging with family.
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.