Blue Water Advisors LLC

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. 

               

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.

More Calculators →

A Question of Identity

The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.

Small Business Offered Rare Health Insurance Incentives

Many of the precious few incentives for employers in the Patient Protection and Affordable Care Act are targeted to small business.

TIPS for Fighting Inflation

Although inflation has been fairly quiet over the past few years, it remains a perennial concern for investors because it reduces the value of money over time.

Inflation Gets Personal

The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

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