Phone: (503) 296-8700

We are a client-centered enterprise dedicated to delivering outstanding service and informed advice. We strive to understand your vision for your future such that we can help you make today’s financial and wealth management decisions in the context of a much larger whole—the whole that encompasses the journey of a lifetime. In serving you, we affirm the following: 

  • The essence of planning is providing our clients with the facts with which to make informed decisions.
  • The core of advice is a holistic approach.
  • The heart of the matter is manifesting your vision.
  • The key to effective wealth management is to frame it in the context a comprehensive financial plan.

We are an Oregon corporation with our headquarters in the wonderful city of Portland, Oregon. Our focus is on Comprehensive Financial Planning, and that work informs the management of your wealth in our Coordinated Financial Management Program.

We now have an office in Seattle. It is located in the historic Mutual Life Building in the Pioneer Square neighborhood. Our Seattle office increases our ability to efficiently serve clients all over the Northwest.

Each of our Lead Advisors is supported by team of dedicated professionals—a Client Service Manager, an Investment Operations Specialist and a Financial Planning and Insurance Specialist. This approach of serving clients with an integrated team is unique in our industry. When you retain the services of one of our Lead Advisors, you will experience the power of this method. Our service is outstanding because there’s always someone in the office who knows who you are, and who can respond promptly to your requests and inquiries. If you seek the peace of mind that flows from working with a team of caring professionals who are deeply knowledgeable of their craft, know that you have found it in the form of Blue Water Wealth.


Life’s Simple Pleasures—We do the simple things that make your life easier.

  • Most every time you call us, a live human being will answer the phone.
  • We return any messages promptly, and reply to all of our emails in a timely fashion. In fact, we return any messages or emails the same day we receive them.
  • When you send us a fax, or drop something in the mail to us, we let you know the moment we receive it.
  • We communicate with you in the way in which you wish to hear from us—email, telephone, mail, etc.