Blue Water Advisors LLC

Planning Safe Passage for Family Wealth

 

http://www.reutersadvicepoint.com/portal/portal/awportal/investor

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.
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

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