A complete list of active advisors currently associated with Blue Ocean Wealth Management, LLC

Warmer can help you find a great advisor at Blue Ocean Wealth Management, LLC or one who fits your needs even better.

Blue Ocean Wealth Management serves individual and high-net-worth clients and offers ongoing portfolio management, financial planning, pension consulting, and subscription-style services. The firm operates a sponsored wrap-fee program and provides portfolio management for client accounts, consistent with common AUM-based advisory arrangements disclosed in the brochure. The brochure describes a process that begins with an investment policy statement tailored to each client and uses a range of analytical methods (charting, fundamental, technical, quantitative, and modern portfolio theory) to construct and monitor portfolios. It also discloses use of a broader set of strategies — including long- and short-term trading, margin, short sales, and options trading (covered, uncovered, and spreading strategies) — and reports that much of its reported assets are managed on a non-discretionary basis. Noteworthy features relative to peers include acting as a wrap-fee program sponsor while also reporting primarily non-discretionary assets, an uncommon combination for independent advisors, and explicit disclosure of pension consulting services and educational seminars/workshops. The brochure also discloses an affiliation with insurance activities (a principal is a licensed insurance agent who offers commissionable insurance products), which can create additional conflicts of interest the firm addresses in its disclosures.

To learn more about the advisors currently working at Blue Ocean Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.