Your Experience is Everything.
Private Ocean integrates financial planning, portfolio management and behavioral guidance. We serve individuals, families and businesses, helping them through every stage of their financial journey, whether that be achieving financial freedom, funding an education, managing life's changes and disruptions, planning for retirement, or leaving a legacy. Whatever you need, we are here for you, every step of the way.
Located in the Westlake district of Seattle, Washington, Private Ocean’s Seattle office is right on Lake Washington and is a short walk to public transportation and dining options.
1700 Westlake Ave N, Suite 325
Seattle, WA 98109
Meet the Seattle Staff