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Your Personal Financial Journey

No matter what life throws your way, our advisors are here to guide you through all
important phases of your life. How can we help?


The choices you make now can help ensure you’re able to pursue your passion and continue providing for your family. For many of our clients, retirement isn’t just about kicking back, it’s about entering a new and exciting phase of life.

That next phase may include travel, new hobbies, and business ventures as well as funding for children’s weddings, grandchildren’s education, and many other events and opportunities that require financial preparation and a sound spending strategy.

Watch our video to learn more.


Perhaps you’re a new business owner or you’ve spent years investing time and energy and ingenuity to grow your business. We can help you create a strategy – or refine an existing one and execute it with acumen.

In the process, we’ll lead you through a handful of critical decisions that can transform your business into the valued asset you need it to be. We’ll apply our experience and expertise to create a disciplined financial plan that reflects the complexities of your situation — including tax and investment strategies for your future succession or retirement.

Regardless of where you are in the life cycle of your business, it’s never too early to start planning. Download our 10 Things First-Time Business Owners Should Know and our handy Guide to Graceful Succession for more information.


Living well is about more than money—it’s about having a positive impact, within your family and on the world at large.

For our clients, their legacy—what they choose to do with the wealth they’ve earned—is a way of expressing their values and their beliefs. After ensuring that their own retirement is secure, this usually means finding ways to support children, grandchildren, and other family, as well as organizations and causes that are close to their hearts. There are many different strategies and decisions around your legacy, and we can help provide guidance that will maximize the impact of your generosity.

What We Do

Whether you’re starting out or somewhere mid-journey, you can have it all — a reassuring financial plan and an innovative investment strategy.

Meet Your Team

From our most seasoned advisors to our client service and operations professionals,
everyone on the Private Ocean team is here to serve you.

Our People

Recent Articles

The Private Ocean team offers its perspective on the latest news,
trends and happenings in our industry and communities.

4 Ways to Save Your Retirement From Lifestyle Creep

Jul 30, 2019
By Sheila Schroeder - Business Development Officer
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What Are My Options For An Emergency Fund?

Jul 27, 2019
By Sabrina Lowell - Advisor, Principal
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Don’t Stress: A Parent’s Guide to College Education Planning

Jul 16, 2019
By Sheila Schroeder - Business Development Officer
about Home

Let’s Talk

Do you like the idea of high-powered life planning and investment management in a relaxed, friendly setting? If you do, we should sit down and learn more about each other.