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Bluewaterportfolios.com

Financial advising in Apex, United States
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Blue Water Capital Management, LLC is a boutique, fee-only financial advisory firm. We’re professional financial advisors, not salespeople. Blue Water is an …

Services offered

Investment education and strategy
Investment selection
Planning Services
Retirement cash flow
Tax considerations
Wealth Management & Fees

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Frequently asked questions

Q:
How do we begin?
A:
We begin by reviewing and signing our Investment Advisory Agreement. This document lists out the details of our ongoing service and the fee schedule.
A:
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