Blue Ocean

global wealth

Investment Advisory
Financial Planning

Our Clients

Families

Blue Ocean Global Wealth focuses on each client’s financial needs and life goals. We employ an integrated and comprehensive approach to asset management and financial planning. At Blue Ocean Global Wealth, our intelligence, experience, and discipline stewards the growth and protection of our clients’ wealth.

  • Comprehensive Financial Planning
  • Ongoing Financial Advice & Goal Tracking
  • Retirement Planning
  • Retirement Income Planning
  • Strategic Asset Allocation & Portfolio Construction
  • Concentrated Wealth Protection Strategies
  • Investment Due Diligence: manager selection, monitoring, and oversight
  • Insurance Analysis & Risk Management Planning
  • Education Planning
  • Investment Tax Planning
  • Sudden Wealth Management
  • Women’s Finances
  • Divorce Issues
  • Charitable Giving
  • Business Succession Planning
  • Intergenerational Wealth Transfer & Legacy
  • Multi-generational Financial Education

Schedule phone consultation to learn about a financial planning relationship with Blue Ocean Global Wealth