About BWA


Max Haspel and the Blue Water Advisors team are committed to the wealth accumulation, preservation and transfer needs of multi-generational clients including corporate executives, small-business owners, investment bankers, professionals, and the already financially independent.

Blue Water Advisors combines boutique service with access to one of the world's premier financial services organizations, AXA Financial, Inc., through its affiliate AXA Advisors, LLC. Max's unique values-based approach begins with helping clients define their highest life values and financial goals. Once values and goals are clearly articulated, he helps 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, tuned and reviewed on a periodic basis. Members of Blue Water Advisors LLC bring an unbiased, institutional money management approach to the high-net-worth individual.  

Our clients benefit from our unwavering commitment to helping them meet their unique financial goals on time. Our ideal-client roster is limited, enabling us to devote 100 percent of our effort to providing individualized service and specialized knowledge to these valued clients.  We take pride in delivering all of our promises, which is what differentiates us from our competition.

The people who we feel benefit from a relationship with us fit the following profile:

  • Have important life goals that will require money and planning to achieve (e.g., financial independence/retirement, children's higher education, charitable giving)
  • Are delegators, who want to have more time for what's really important in life (by allowing us to help them make suitable financial decisions)
  • Are proactive and committed to implementation of appropriate measures to help assure the highest probability of success
  • Value service, advice and professional relationships
  • Are willing to be intellectually honest about their financial futures
  • Have minimum investable assets of $2,000,000 (visible within three years)

Whom do you know who you think might fit this profile, and may not have a comprehensive, written, step-by-step financial plan* so that, no matter what happens in the market, the economy or the world, they still feel confident that they are on track to achieve their goals? Please feel free to have them call us to schedule a discovery meeting to determine how or if we can assist them.

* Investment advisory services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.