Blue Ocean Global Wealth is an investment advisory firm that strives to be a trusted partner and educational resource. We provide corporations and institutions with portfolio construction, investment due diligence, and risk management consulting. We deliver comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives. We embrace global diversity and steward the protection, growth, and distribution of our clients’ wealth. Our Blue Ocean Strategy is education.

Learn more about Blue Ocean Global Wealth from our CEO, Marguerita Cheng:

Latest Posts

The Beauty of Finance

Slow and Steady “Confident Savers” Win the Race

The Certified Financial Planner Board of Standards, Inc. (CFP Board) commissioned a consumer survey series examining four groups of Americans based on their saving patterns. One particular group s[..]

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4 Ways to Cut Childcare Costs

Please note that this article was originally featured by our CEO, Marguerita Cheng, on CFP Board's Lets Make a Plan blog.    image credit:   As parents and profess[..]

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