NetworkยทFamily Office

Blue Water Wealth

Unclaimed

๐Ÿ“ PORTLAND, OR

Family Officefinancial serviceshealthcarereal estateenergybusiness servicesmedia
www.bluewaterwealth.com โ†—

SEC CRD #801-112810

About

Blue Water Wealth is a woman-owned financial planning and sustainable, responsible & impact (SRI) investment firm that aligns client wealth with their values by investing only in companies with positive social and environmental impact.

Key Contact

NC

NANCY CONGDON

PRINCIPAL

๐Ÿ“ž (503) 296-8700

๐Ÿ”’ Sign up for free to view key contact information

Sign up free โ†’

Geographic Focus

portlandseattle
โ„น

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$473M

Check Size

$1.2Bโ€“$1.2B

Location

PORTLAND, OR

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.