BLUE OCEAN WEALTH MANAGEMENT, LLC

Overview

Blue Ocean Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on fee-based financial planning and portfolio advice for individuals and families. The firm delivers portfolio management on a non-discretionary basis, meaning advisers provide recommendations while clients retain final trading authority. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Blue Ocean is not an active ESG investor and is not set up as a multi-state or capital-allocating adviser. Investment approach centers on pooled public vehicles as the primary core exposure, supplemented with insurance-based products and third‑party real estate funds where appropriate. The firm’s affiliation with an insurance company underpins use of annuities as part of client solutions and signals a willingness to integrate insurance wrappers into retirement and income planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices