SEC CRD #801-129724
Bluewater 0 Skip to Content Client login Open Menu Close Menu Client login Open Menu Close Menu 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 Meet Adam Sam Harris II “Be
COURTNEY TRUSS
CCO
📞 (205) 305-6352
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AUM
$146M
Location
VESTAVIA HILLS, AL
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