Financial Advisors
Apex, NC
Blue Water Capital Management, LLC is a fee-only, independent financial advisory firm in Apex specializing in wealth management, retirement planning, and investment management. Founded on fiduciary principles, their team of CFP® professionals (with over 25 years of combined experience) serves clients in technology, legal, medical, and business ownership sectors. They charge no commissions, only transparent fees, and provide comprehensive financial planning including retirement funding, tax strategies, estate planning, and portfolio management through dedicated client portals.
Ideal for: High-net-worth professionals (tech, legal, medical), business owners, retirees, individuals seeking comprehensive retirement and investment planning
Service area: Apex, NC and surrounding Triangle region
Fee-Only Model: Blue Water charges only transparent advisory fees with no commissions or sales incentives, ensuring advisors are focused solely on client interests rather than product sales.
CFP® Fiduciary Team: All advisors are Certified Financial Planner Professionals bound by fiduciary duty, with over 25 years of combined experience in comprehensive wealth management.
Boutique Client Focus: As an established boutique firm, Blue Water prioritizes depth of client relationships over growth, offering personalized financial planning and proactive wealth reviews.
Address: 315 S Salem St #422, Apex, NC 27502
Phone: (919) 589-2528
Website: bluewaterportfolios.com
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