Bluewater Wealth Advisors
Bluewater offers a full-scale approach to advisory services which include financial planning, consulting, and investment management services. Our approach is tailored to meet the needs of each individual client, or family, and it seeks to ensure client portfolios are managed in a manner consistent with those specific expectations and objectives. Our team consults with clients on a regular basis to assess their specific risk, time horizon, liquidity, and all other factors that impact financial well-being. For additional information about Bluewater Wealth Advisors, LLC and for the firm’s disclosures, please visit the firm’s website
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
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Courtney Truss
Founder and Managing Partner · General Business & Management
EmailPhone - AW
Adam W. Kirklin
Founder & Managing Partner · General Business & Management
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- 1founder & managing partner
- 1founder and managing partner
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