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Blue Water Advisors - Home

With a special focus on serving business owners, executives and senior financial industry professionals, the Blue Water Advisors team is committed to the comprehensive wealth management needs of clients, who also include doctors, lawyers and widows.

http://www.bluewateradvisors.com/

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CONTACTS AT BLUEWATERADVISORS.COM

Blue Water Advisors LLC

133 E●●●●●in St

Ba●●on , NY, 11702

US

1.63●●●●7809
1.63●●●●7810
ma●●●●●●●●@axa-advisors.com

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Blue Water Advisors LLC

Haspel, Max

One J●●●●●treet

Ba●●on , NY, 11702

US

1.63●●●●7809
1.63●●●●7810
gw●●●●@bluewateradvisors.com

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Blue Water Advisors LLC

Haspel, Max

One J●●●●●treet

Ba●●on , NY, 11702

US

1.63●●●●7809
1.63●●●●7810
gw●●●●@bluewateradvisors.com

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Blue Water Advisors - Home | bluewateradvisors.com Reviews
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With a special focus on serving business owners, executives and senior financial industry professionals, the Blue Water Advisors team is committed to the comprehensive wealth management needs of clients, who also include doctors, lawyers and widows.
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1 Wealth Management
2 Max Haspel
3 Matthew Rapoport
4 Brendan Hand
5 Jeff Wund
6 E. Terrence Gardner
7 Jr.
8 Doctors
9 Lawyers
10 Widows
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our team,max haspel,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 and commentary,media mentions,commentary
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Blue Water Advisors - Home | bluewateradvisors.com Reviews

https://bluewateradvisors.com

With a special focus on serving business owners, executives and senior financial industry professionals, the Blue Water Advisors team is committed to the comprehensive wealth management needs of clients, who also include doctors, lawyers and widows.

INTERNAL PAGES

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1

Gwendy Nicklas - Blue Water Advisors

http://www.bluewateradvisors.com/gwendy-nicklas.html

Matthew R. Rapoport. My BWA Client Portal. Client Service, Office Manager and Executive Assistant. Prior to joining Blue Water Advisors, Gwendy worked for eight years at Advisor Products, a firm that supports independent financial advisors. She started there specializing in graphic design, but quickly moved into Client Services and Project Management. Back to Our Team. 133 East Main Street, Suite 2D. Babylon, NY 11702.

2

Jeff Wund - Blue Water Advisors

http://www.bluewateradvisors.com/jeff-wund.html

Matthew R. Rapoport. My BWA Client Portal. Chief Operating Officer / Chief Compliance Officer. Jeff is responsible for operational aspects of Blue Water Advisors, and also for helping the firm execute on its strategic objectives. Jeff lives in Westchester with his wife, two sons and a daughter. Back to Our Team. 133 East Main Street, Suite 2D. Babylon, NY 11702.

3

Wealth Management Process - Blue Water Advisors

http://www.bluewateradvisors.com/wealth-management-process.html

Matthew R. Rapoport. My BWA Client Portal. 133 East Main Street, Suite 2D. Babylon, NY 11702.

4

Investment Philosophy - Blue Water Advisors

http://www.bluewateradvisors.com/investment-philosophy.html

Matthew R. Rapoport. My BWA Client Portal. BWA’s Top 10 Investment Principles. When investing assets to achieve such important life goals as your children’s educations, retirement, and long-term charitable commitments, we believe in safety first. Always be diversified and don’t make big bets. Seek best-in-class active management. Identify and stay committed to value-added active managers. When selecting fund managers, it’s value that matters (more than price). Certain strategists, economists, and analyst...

5

Portfolio Access - Blue Water Advisors

http://www.bluewateradvisors.com/portfolio-access.html

Matthew R. Rapoport. My BWA Client Portal. My BWA Client Portal . 133 East Main Street, Suite 2D. Babylon, NY 11702.

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Coaching Testimonials | EXECUTIVE-TO-ENTREPRENEUR {E2E} COACHING

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Mitch York is the ideal coach and mentor. Mitch has tremendous leadership skills, experience and judgement. He also has great empathy. These are the attributes that comprise a superior coach. It’s a rare combination of qualities and extremely difficult to find. I endorse Mitch York wholeheartedly. 8211; Tom Stein, president, Stein Rogan Partners. I would highly recommend Mitch! 8211; Ray Sclafani, CEO, ClientWise Inc. 8211; Howard Sherman, Vice President, NY Times. 8211; Jim Alkon, Senior VP, Red7Media.

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Blue Water Advisors - Home

Matthew R. Rapoport. My BWA Planning Dashboard. My BWA Investments Portal. Planning Safe Passage for Family Wealth. Since its 2001 inception, Blue Water Advisors has remained steadfast in its commitment to the comprehensive wealth management needs of business owners, executives, senior financial industry professionals, doctors, lawyers and women in transition. The firm combines boutique client service with objectivity and insights stemming from our research-based approach. 133 East Main Street, Suite 2D.

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