Charting Your Legacy for Generations
At Bluewater, we believe true wealth comprises a legacy of wisdom, values, and impact. Through an exclusively designed multifaceted approach, our experienced advisors navigate the intricacies of generational wealth, ensuring the preservation and growth of your legacy across generations.
Your Priorities
We take the time to best understand our clients' priorities. This, in turn, fosters a strong, lasting partnership to each individual’s financial well- being.
Your Passion
Priorities can change over time, but by remaining attuned to our clients' passions, we can make adjustments accordingly. This proactive approach enables us to accommodate both your immediate and long-term needs.
Your Plan
Our goal is to help clients achieve long-term financial success and peace of mind. By understanding your priorities and passions, we design a comprehensive plan to ensure generational preservation and a lasting legacy.
Adam W. Kirklin
"Through years of navigating the intricate landscape of wealth management, I've learned that the true currency of success isn't just financial acumen—it's the depth and quality of relationships we build along the way. As a wealth advisor and founder of Bluewater, trust is infused into every decision on a daily basis. From clients to partners, trust is the cornerstone of success.”
Founder & Managing Partner
Sam Harris II
“Beginning my career in the most tumultuous of times has taught me quickly that adversity is often the catalyst for the strongest relationships. It's during these challenging moments that trust is forged, resilience is tested, and the value of a dedicated advisor shines brightest. Drawing upon my roots in North Alabama, where multi-generational farming has instilled in me the values of hard work and resilience, I stand alongside my clients. My commitment to building lasting client relationships isn't just about navigating uncertainty—it's about standing next to my clients while we navigate the ups and downs together, with both empathy and expertise.”
Founder & Managing Partner
Courtney B. Truss
“Starting Bluewater Wealth Advisors with a team of individuals who genuinely enjoy working together has been a true delight. Our commitment to thinking outside the box ensures that we consistently deliver the best possible client experience. With over 30 years of combined wealth management experience, our team excels in proactive, rather than reactive, approaches to addressing clients' financial needs.”
Founder & Managing Partner
Our Approach
Having served families and individuals for over 30 combined years, our experienced advisors design and deliver a holistic and comprehensive strategy for increasingly complex needs. Through our collaborative approach, your Bluewater team will coordinate with you, your family, and all other trusted advisors to ensure your long-term goals are met now and your expectations exceeded.
Explore Bluewater
We understand the importance of your legacy. Our entire team is available at anytime. Let us guide you through the intricate details that define our commitment to excellence.