Blue Water Wealth

Blue Water Wealth is a woman-owned financial planning and Sustainable, Responsible & Impact (SRI) investment firm with offices in Seattle and Portland. The firm helps clients align their money with their values, pairing comprehensive financial planning with wealth management built around impact-driven, values-based investing. From its Seattle office at 701 N 36th Street, the team, known as the Blue Crew, includes CFP and CFA professionals led by President Nancy Congdon and Seattle Managing Director Cherish Sutull. Their approach connects each client's long-term goals with a portfolio designed to reflect what matters to them, whether that means environmental sustainability, social responsibility, or good corporate governance. Blue Water Wealth offers two core services: financial planning that maps out a path toward future goals, and wealth management that integrates responsible investing principles into portfolio decisions. The firm has been recognized by Newsweek among top financial advisory firms. For clients who want their investments to do more than grow, Blue Water Wealth offers a relationship built on personal service and a shared commitment to making their money count.