About Bluewater Financial

A Trusted Partner Committed to Your Financial Success

$500M+
Portfolio Under Management
$6bn
Saved for clients annually
90%
Repeat clients or referrals
120+
Professionals
values

We Operate with Unwavering Honesty & Integrity

We offer a deeply personalized approach, providing objective advice and exclusive access to mortgage products, risk management, and private investments—all designed to help you reach your goals.

Integrity

We act with honesty and transparency in every recommendation, always putting our clients’ best interests first.

Client Focus

We take time to understand your goals and tailor solutions that truly fit your financial needs and life stage.

Risk Resilience

We carefully assess risk to help you make informed decisions and build financial stability with confidence.

Expertise

We bring deep industry knowledge and practical experience to guide you through every financial decision.
our history

Here's How We Got Started

1950

The Begining

Our story begins in 1950, when John Doe founded our third-generation financial planning firm.

2004

Acquisition

Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.

2014

Partnership

Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.

2024

Expansion

Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.

Why us

We Always Put Your Interests First

Driven by a relentless focus on the “big picture,” we integrate our services to uncover and deliver the most impactful financial outcomes. Instead of chasing short-term trends, we take a hands-on approach—collaborating closely with your family or business to craft practical, end-to-end solutions that protect what you have while building what you want.
Schedule a Call
Strategic Mortgages (A-Lender, B-Lender, Private)
Insurance & Risk (Life, Disability, and Critical Illness)
Alternative Lending (Debt Consolidation & Equity Solutions)
Investment Management (Wealth Building & Portfolio Growth)
“Our purpose is to help people and organizations dream bigger, protect their assets, and build better tomorrows through integrated financial clarity.”
Principal Advisor
Bhavin Patel
Schedule a Call

Guided by Professional Standards & Trust

  • 2026