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We believe in the following
guiding principles:

Everything we do is in service of our clients.
Our words are our commitments.
We pursue excellence in all things.
We are intellectually curious.
Everyone has an important contribution.
Life is short. Laugh.

A little About Us.

Founded by Richard Stone and Greg Friedman in 2009, Private Ocean combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area – Salient Wealth Management and Friedman & Associates. In 2018, we continued our growth when the firm acquired Seattle-based Lakeview Financial and San Francisco-based Mosaic Financial Partners. Throughout our continued evolution, our culture, shared values and philosophy on client service has kept us true to our commitment to deliver personal and powerful wealth management to our clients.

What is a Private Ocean?

With Private Ocean, you enjoy the direct support of a close-knit team of industry leaders. People who work for you include:

  • The co-author of the financial planning industry’s first code of ethics
  • Investment committee co-chairs with rock-solid judgment, based on decades of experience navigating market cycles
  • An innovator in personal financial planning
  • Two recipients of prestigious Schwab IMPACT® Awards
  • An industry veteran who managed a $30 billion portfolio on Wall Street

These aren’t figureheads or just names on a website. They’re industry veterans who listen closely to you, plan with you, develop an investment strategy with you and monitor all your portfolio activity.

They’re not the only ones. Your dedicated support team includes seasoned advisors and operations specialists. Each of them embraces your goals as their own. Each contributes to making you feel confident, informed and in control at all times.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Private Ocean is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data, to the extent applicable). No ranking or recognition should be construed as a current or past endorsement of Private Ocean by any of its clients. ANY QUESTIONS: Private Ocean’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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

Personal and Powerful.

And much more.

A key part of our culture is our commitment to our community. Over the years, Private Ocean has sponsored numerous local non-profits and organizations because we strongly believe in the services they provide. Some of these include:

Our focus and our involvement mirrors our approach to financial services – in education. We believe that through sharing ideas and in learning, all boats rise. And as we strive to deepen relationships, our partnerships have helped us learn an immense amount about our communities, our neighbors, and our friends. Through collaboration, we work together to build a stronger society—and for us, that’s what it’s all about.

Sound like your kind of place?

Submit your resume