A more personal approach to financial planning

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.

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Marguerita and Mother

The Financial Planning Process

Financial planning is a collaborative process that helps maximize a client’s potential for meeting life goals through financial advice that integrates relevant elements of the client’s personal and financial circumstance.

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The Right Planner

Smart financial planning decisions help clients adapt to life transitions and progress toward their financial goals. Effective financial planning is emotionally complicated and deeply personal. The challenge of identifying and engaging the right advisor is an arduous undertaking.

Learn more about Marguerita Cheng, CEO of Blue Ocean Global Wealth, who shares her story about starting a career in financial services on Tokyo Wallstreet, serving as a Women's Initiative Advocate & Subject Matter Expert for CFP Board, becoming a CFP® Professional, and then starting her own company.

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We manage assets for individuals and families, providing investment management, and financial planning services.

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