Blue Ocean

global wealth

Investment Advisory
Financial Planning

About US

Our Culture

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.

"Whoever is careless with the truth in small matters cannot be trusted with important matters."

- Albert Einstein [1879 – 1955]   


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.

"We cannot always build the future of our youth, but we can build our youth for the future."

- Franklin D. Roosevelt [1882 – 1945]            


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

"Talent wins games, but teamwork and intelligence wins championships."

- Michael Jordan [1963 – present]                                               


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.

"We all should know that diversity makes for a rich tapestry, and we must understand that all the threads of the tapestry are equal in value no matter what their color."

- Maya Angelou [1928 – 2014]


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

"Innovation distinguishes between a leader and a follower."

- Steve Jobs [1955 – 2011]                                                                       


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.

"An investment in knowledge pays the best interest."

- Benjamin Franklin [1706 – 1790]                                                                                    

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