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Additional Content

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  • Sava360 interviews Marguerita Cheng (Part 1) 
  • Sava360 interview Rita Cheng (Part 2) 
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  • Reverse mortgages: Useful retiree tool or bad move 
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  • They Did What?! Money Pros Dish on the Crazy Things Parents Do for Grown Kids
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  • Leadership Comes From Our Influence, Character And Attitude 
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  • Savvy Advisors Elicit Wisdom From Mentors
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  • What Obamacare doesn't cover: the little costs that rack up 
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  • Ask an expert: Can I use 529 plan funds to pay for college and get the American Opportunity Tax Credit? 
  • Ask an expert: Can I claim any higher education tax benefits for a non-dependent child? 
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  • 6 Tips For Avoiding Financial Disaster When Starting a Business
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  • Your Money - How to bank your child's money 
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  • Helping a Client by Helping His Sister 

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9841 Washingtonian Boulevard
Suite 200
Gaithersburg MD 20878

Contact Info

P: 301-502-5306
E: mcheng@blueoceanglobalwealth.com

     

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Our Commitment to Accessibility

Advisory and Brokerage Services offered through Private Client Services LLC, member FINRA/SIPC.  Private Client Services LLC and Blue Ocean Global Wealth are unaffiliated entities.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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