Private Ocean is Joining Wealthspire Advisors

Private Ocean today announced that is has agreed to be acquired by Wealthspire Advisors, a well-respected, well-capitalized, and well-positioned registered investment advisory firm (RIA) headquartered in the greater New York area (with offices located in MD, VA, PA, NJ, CT, FL, and WI). Wealthspire is owned by NFP Corp., an insurance brokerage and consulting firm with an international presence.

Private Ocean has always believed in the power of positive change for our clients and our firm. In an increasingly complex financial world, we recognize that our ability to evolve and best serve our clients requires deeper and expanded resources as well as enhanced technology and operations. We are confident that this partnership with Wealthspire will have a positive impact and that we share a transparent, client-first approach to financial and investment advice. We will maintain our fee-only fiduciary methodology and we remain committed to upholding our values as we take this next step in joining Wealthspire.

Private Ocean and Wealthspire share similar cultures, approaches to financial planning, and investment philosophies. Beneficially, our entire advice and service process will now be backed by an even deeper bench of professionals and support staff, including an enhanced client service and operations team.

We thank you for placing your trust and confidence in our team. We are truly excited to join Wealthspire and look forward to our continued relationship with our clients and our partners. We also welcome any questions you may have about this process and I encourage you to contact us if you’d like to have a conversation.

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