As fiduciaries we adhere to the highest standards of ethics and integrity, acting in your best interest at all times
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 Lakeview Financial in Seattle and Mosaic Financial Partners in San Francisco. 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.
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.
What is a Private Ocean?
It’s a place where the experience is deeply personal and the resources and opportunities are immense.
With Private Ocean, you enjoy the direct support of a close-knit team of industry leaders. People who work for you include:
- Investment committee co-chairs with rock-solid judgment, based on decades of experience navigating market cycles
- An innovator in personal financial planning
- A recipient of prestigious Schwab IMPACT® Award
- 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.
Private Ocean By the Numbers
*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, 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 participation criteria/methodology). Unless expressly indicated to the contrary, Private Ocean did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Private Ocean by any of its clients.
From our most seasoned advisors to our client service and operations professionals, everyone on the Private Ocean team is here to serve you.