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

Global Market Volatility: How to Stay In and Weather th ...

image credits: Shuttersock   Tips on How to Navigate the Turbulent Global Economy   With Britain’s recent vote to leave the European Union, the stock market experienced a 700-point[..]

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2016 July Financial Market Update

Brexit Fades as Focus Returns Home   Last month’s summary ended with the following remarks:   Don’t discount the possibility of additional short-term volatility (in stocks), but [..]

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