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Planning Safe Passage for Family Wealth
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Since its 2001 inception, Blue Water Advisors has remained steadfast in its commitment to the comprehensive wealth management needs of business owners, executives, senior financial industry professionals, doctors, lawyers and women in transition. The firm combines boutique client service with objectivity and insights stemming from our research-based approach.
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We are delighted to have joined forces with our business colleagues at The Colony Group.
Widely recognized for its talent and capabilities, our new firm has received numerous industry recognitions. The Colony Group possesses a deep bench of talented experts including CFP® professionals, CFA® Charterholders, CPAs, attorneys, and more.
Building on what our clients have told us they value about BWA, we believe this partnership will provide access to additional resources and expertise, which will enable us to better serve clients in this ever-changing financial environment.
Please visit our new websiteto learn more about Colony and to continue to access client portals.
