Open Water Advisory Partners

Open Water Advisory Partners, LLC specializes in comprehensive financial planning and integrated wealth strategy. The firm coordinates investment management with broader financial considerations such as tax planning, estate planning, and risk management. Open Water Advisory Partners develops customized strategies tailored to each client's specific needs, risk tolerance, and long-term goals. The firm offers portfolio management on both a discretionary and non-discretionary basis, and may utilize third-party managers or subadvisors when appropriate. Additionally, Open Water Advisory Partners provides project-based and fixed-fee financial planning services to address specific client goals, such as retirement planning, insurance analysis, and education funding. The firm emphasizes a collaborative approach, coordinating with other professionals like certified public accountants and attorneys to support client strategies.