top of page

699 S. Friendswood DriveSuite
Friendswood, TX 77546

E-mail:

WHAT'S YOUR
BLUE WATER?

Tell us about the life you imagine for yourself.

We're here to build the financial plan that helps you reach it.

Pause

Play

At Blue Water Advisors, we understand that no two clients share the same story, goals or definition of success. That's why we start by listening. Whether you're a business owner focused on growing, protecting and eventually transferring your wealth, or a busy professional balancing debt, risk and long-term planning, we help you design a strategy that supports the life you want to live - your own blue water.

Our Approach

Video and photos by the Magliolo family, finding their blue water.

Who We Serve

Our team provides strategies for estate planning, long-term care, retirement income and investment management designed to keep you on course, even when markets feel choppy.

Business Owners

Professionals

Individual Investors

What we do

Blue Water Advisors delivers integrated wealth management and benefit services designed to support individuals, families, and businesses with thoughtful, long-term financial strategies.

Wealth Management

Estate planning is about more than transferring assets; it's about preserving your legacy and caring for the people and causes that matter most. We'll work with your attorney or help you connect with one to implement wills, trusts, and other strategies appropriate to your situation.

Dive In

Benefit Services

We evaluate the risks that could threaten your financial stability—such as disability, premature death, or major illness—and help you determine whether you have appropriate insurance and protections in place. Our goal is to help ensure your plan is resilient in the face of life's uncertainties.

Dive In

Contact

Ready to find your blue water? Let's Talk.


We are here to help you define what blue water means for you, then build a plan to pursue it.

Office Location

Blue Water Advisors
699 S. Friendswood Drive, Suite 102
Friendswood, Texas 77546

Phone

281.652.3231

Email

kimberly@bluewateradvisors.com

Visit us on social media

Name

*

Email

*

Phone

*

Leave this empty:

submitAfter successful submission this text fades in
Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Car Affordability

How much can you afford to pay for a car?

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck