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

2016 September Financial Market Update

Modest Volatility, an Election, and a European Bank   The third quarter began on a very uneven footing. The U.K. had just surprised investors by voting to leave the European Union (E.U.), and m[..]

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“Concerned Strivers” Have Higher Incomes, Find Savi ...

  First of four consumer segmentation surveys provides detailed look at Americans’ finances   A new series of consumer surveys from Certified Financial Planner Board of Standa[..]

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