The foundation of the Blue Ocean Global Wealth culture is integrity, authenticity, and excellence. Our inclusive environment respects the diversity of talent and values the unique perspective of each member of our Blue Ocean family. Our culture rewards intelligence, growth, and performance.




We define integrity as the consistency of our actions, values, methods, expectations, outcomes, and measurement. Leadership demands responsibility.



Stewardship is the planning, management, and accountability of our client and firm resources. We aspire to be the best stewards of capital, education, and time.



Collaboration guides how Blue Ocean Global Wealth interacts and partners with clients, associations, education institutions, governments, and society at large.




Diversity is the embracing of the differences among beings, creatures, beliefs, norms, and values. Stewarding a diverse culture, with respect to thought, age, ethnicity, skills, country origin, knowledge, and experience, requires a comprehensive understanding of all such channels.



Innovation, one of the most powerful forces of change through history, fundamentally improves our globe’s progress trajectory.



We foster an education-based culture that values how knowledge, skills, habits, experience, and wisdom are transferred amongst our clients, team, and the global community at large.