Planning Safe Passage for Family Wealth Max Haspel and the Blue Water Advisors team are committed to the wealth accumulation, preservation and transfer needs of corporate executives, business owners, Wall Street-and other professionals, as well as the financially independent. Associates of Blue Water Advisors combine boutique client service, objectivity and independence. As investment advisor representatives of AXA Advisors, LLC, a registered investment advisor, they provide a research-based investment advisory process in a unique offering. Their planning approach begins with helping clients define their highest life values and financial goals. Once values and goals are clearly articulated, they help to build, along with the input of the client and client's other advisors, a comprehensive, written financial and estate strategy. Finally, the strategy can be implemented, monitored, fine-tuned and reviewed on a periodic basis. Associates of Blue Water Advisors LLC bring an unbiased, objective planning and investment approach to the high-net worth individual.
|
