Blue Water Advisors
  • About
    • Our Team >
      • Max Haspel
      • Matthew R. Rapoport
      • Brendan Hand
      • Sheryl Rothman
      • Brian May
      • Jeff Wund
      • Gwendy Nicklas
  • Process
    • Wealth Management Formula
    • Wealth Management Process
    • Investment Philosophy
    • Investment Process
  • Second Opinion Service
  • News & Commentary
    • Media Mentions
    • Commentary
  • Client Access
    • My BWA Planning Dashboard
    • My BWA Investments Portal
    • TD Ameritrade Access
    • Schwab Access

Media Mentions


Picture
Picture
September 22, 2016
​
Max Haspel receives a Long Island Business News 2016 Business & Finance Award
May 23, 2016
​Blue Water Advisors welcomes Sheryl Rothman

Long Island Business News featured Sheryl Rothman in their Movers and Shakers section.
​Blue Water Advisors in Babylon welcomed Sheryl Rothman as an associate wealth advisor. Previously, Rothman was managing director of Navigare Partners, an investment management firm. Click here for the full press release.
Picture
Feb. 27, 2015
Who's Who in Banking & Wealth Management
Max Haspel and Blue Water Advisors were featured in the Long Island Business News' Who's Who in Banking and Wealth Management issue. The article focuses on how the firm maximizes the value they provide clients as they help them achieve their financial and life goals.
Picture
Jan. 29, 2015
Blue Water Advisors Expands Long Island Presence
Local entrepreneur and Colgate University graduate Max Haspel, who relocated his wealth management firm and returned to his South Shore roots in 2002, is in the process of building a wealth management firm dedicated to providing clients with comprehensive services and the expertise of an expanding team of professionals. Blue Water Advisors, which recently ended its affiliation with a large, nationally known broker/dealer to become 100 percent independent, manages $339 million in client assets.
Picture
December 29, 2014  
Blue Water Advisors Adds Advisor
Matthew R. Rapoport has joined Blue Water Advisors, an RIA and independent wealth management firm in Babylon, N.Y., as a wealth management advisor specializing in tax and estate planning. Prior to joining Blue Water Advisors, Rapoport was a director for Joel Isaacson & Co. LLC, an independent wealth management firm based in New York City. He advised high-net-worth clients and worked in wealth management, investment research, tax planning and strategy
Picture
December 24, 2014
Blue Water Advisors Hires Its First Chief Operating Officer
Blue Water Advisors has hired Jeff Wund as its first chief operating officer. A 15-year veteran of the wealth management industry, Wund will also serve as the firm’s chief compliance officer. He joins the firm from Prosper Advisors where he served as director of operations and chief compliance officer.
Picture
December 23, 2014
Blue Water Advisors Hires Jeff Wund as Chief Operating Officer
Blue Water Advisors (BWA), an independent wealth management firm and SEC-registered investment advisor, today announced the addition of Jeff Wund, age 38, as its Chief Operating Officer. A 15-year veteran of the wealth management industry, Wund will be the firm's first-ever Chief Operating Officer.
Picture
July 17, 2008
Local Professional Named Top Advisor by Reuters Advicepoint
Max Haspel, of Brightwaters, founder of Blue Water Advisors, LLC and a financial professional with AXA Advisors, LLC, has been named a Top Adviser for 2008 by ReutersAdvicePoint, part of Reuters, the global information company. Haspel qualified as one of only 20 financial professionals in the New York Metro area in the under 40 category.


Haspel qualified as one of only 20 in the under 40 category in the Metro New York City region. Reuters AdvicePoint, an online community connecting investors with financial advisors, has compiled lists that highlight specific Advisors’ client focus and professional designations. The 11 lists, comprising only 379 financial advisors nationally, were pulled from the Reuters AdvicePoint Top Advisors 2008 survey results. Quantitative criteria were used to benchmark advisors in categories including assets under management and client net worth.  
The rating is not indicative of Max Haspel's or the firm's future performance.   Max Haspel did not pay a fee to participate in the survey.  
133 East Main Street, Suite 2D
Babylon, NY 11702
​Contact Us
IMPORTANT  DISCLOSURE INFORMATION
Phone: 631-539-7809
Connect with us

Blue Water Advisors is now The Colony Group!

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 website

to learn more about Colony and to continue to access client portals.