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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?

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The choices you make now can help ensure you’re able to pursue your passion and continue providing for your family.

Whether your dream is to downsize to a condo and sail around the world, or to finally make your vacation home a full-time home, it’s never too early to start building a strong foundation to retire on. 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 purchases, sales, travel, but it may also include children’s weddings, grandchildren’s education, and many other events and opportunities that require financial preparation and a sound spending strategy.

Download our Guide to Happiness to learn more.

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You’ve invested time, energy and ingenuity into growing your business. But what’s the long-range financial strategy?

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. In fact, the earlier you start, the more innovative approaches we’re likely to come up with to help you maximize your business value and get where you want to go.

If you’re considering exiting your business in the next few years, download our handy “6 Considerations to Help Business Owners Retire Successfully” now. If you’re a newer business owner or don’t plan on going anywhere anytime soon, grab a copy of “10 Things Every First-Time Business Owner Should Know.”

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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.

Four Efficient Ways To Give To Charities

Jun 10, 2019
By Mary Ballin - Advisor
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Life is Short: Build a Milestone Fund as a Targeted Savings Account

Jun 9, 2019
By Sheila Schroeder - Business Development Officer
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Susan Dickson Named to Most Influential Women in Business List

Jun 4, 2019
By Private Ocean -
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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.