Phone: (503) 296-8700

Blue Water Wealth prides itself on delivering exceptional client service. We mean it. Choose us as your financial services team, and you will experience a level of service that appears to be long forgotten in the bustle of our electronic, on-the-go society. Simply put: You will be served by a group of talented, caring individuals who will attend to your every request in a prompt and professional manner. Count on it!

Annual Financial Plan

The one constant in life is change.

With that in mind, we view our comprehensive financial plans as vibrant, living documents that can, and must, respond to change. Each year, we will engage you in a process to refine your financial plan. Tax laws change, the economy changes, your life changes—over time, your financial plan must integrate these changes. We formalize this process of integrating change by completing an updated plan with you each year to enable ongoing client services.