Your Financial Future, Simplified
Blue Waters Advisory Group is an Austin Based Financial Planning and Investment Advisory Firm focused on providing our Clients with a Personalized Process and Advice to help accomplish their Goals as well as achieve Consistent results through a Tactically Diversified Portfolio approach.
Driven by purpose
Building a Future That Fits You
Financial planning is about more than growing wealth; it is about achieving the life you envision. We take a personal approach to understanding your goals and guiding you through decisions that create lasting confidence. Together we can turn smart planning today into the freedom to enjoy tomorrow.
25+ years
helping clients build wealth
80+
businesses served
120+
families served
Our mission is to be an exceptional steward of wealth for our clients. Through our risk-based allocation strategies and a keen focus on investor objectives, we will strive to deliver consistent and successful results for our clients.
Our Process
How We Serve You
Trust, through communication and processes, are paramount in our relationship with our clients. Our team will guide you through a process to help you crystallize where you want to go, build a creative plan of action towards your vision, and guide you through the life changes over the coming years as the economy and your life circumstances change.
1
DISCOVERY
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Can we create/add value
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Identify values, goals, challenges
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Identify family/business legacy plan desires
2
OPPORTUNITY ROADMAP
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Discuss options with Historical Context Education
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Clarify mainstream philosophies fit
3
BRIDGE BUILDER
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Deliver customized recommendations w/ optimization IDEAS
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Detailed plan with specific action items for team
4
IMPLEMENTATION
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Execute wealth management plan
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Action items delivered for team implementation
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Set up accounts
5
REVIEW
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In the first year:
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Post Implementation Review
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Annual - at the end of the year
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After the first year, there will be 1 annual review with client
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Quarterly calls and weekly allocation monitor
GET STARTED TODAY
Talk to Us
Ready to take control of your financial future? Simply fill out the form below and we’ll be in touch soon.
Blue Waters Advisory Group
1301 S. Capital of Texas Hwy.
Suite B-125
Austin, TX 78746
512.533.9110 | Fax: 512.533.9111