Private Ocean Welcomes Mosaic Financial Partners

In what has already been a very exciting year, Private Ocean is delighted to announce that on October 1, 2018, we are welcoming the team at Mosaic Financial Partners, an advisory firm with two locations based in San Francisco and Walnut Creek, to the Private Ocean family. Read the Press Release

“We have known Norm and the principals of Mosaic Financial for many years and have great respect for their people, their processes and their values,” said Greg Friedman, MS, CFP®, CEO and Co-Founder of Private Ocean. “Coming together is a natural fit for us and we are excited to continue exploring our opportunities to better serve our clients. We are proud to welcome our new colleagues to the Private Ocean team.”

From its inception, Mosaic has been an innovator. They were at the forefront of the fee-only movement and among the first independent wealth management firms to offer ETFs as a lower-cost investment option. They also helped pioneer the use of personal investment policy statements that bring transparency, discipline and client understanding to the investment process. Among their advisors are three certified coaches, signaling their commitment to helping clients not just with the numbers but finding ways to succeed in life.

That innovative spirit is key to Private Ocean, whose close-knit team of financial professionals includes the co-author of the financial planning industry’s first code of ethics, a 2017 InvestmentNews Icons & Innovators winner, two recipients of prestigious Schwab IMPACT® Awards, an industry veteran who managed a $30 billion portfolio on Wall Street, and a dedicated support team of seasoned advisors and operations specialists.

Much like our recent addition of the Seattle office earlier this year, we are proud to continue expanding on our expertise as well as our locations. This intentional growth is another step toward evolving and expanding our services for our clients, and we are excited to explore these opportunities and identify ways to better serve them.

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future  performance of any specific investment, investment strategy, or product (including  the  investments  and/or  investment  strategies  recommended  or  undertaken by Private Ocean,  LLC [“Private  Ocean”]),  or any  non-investment  related  content,  made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated  historical  performance  level(s),  be  suitable  for  your  portfolio  or  individual situation,  or  prove  successful.  Due  to various  factors,  including  changing  market conditions  and/or  applicable  laws,  the  content  may  no  longer  be  reflective  of  current opinions  or  positions.   Moreover,  you  should  not  assume  that  any  discussion  or information  contained  in  this  blog  serves  as  the  receipt  of,  or  as  a  substitute  for, personalized investment advice from Private Ocean.  Please remember that if you are a Private Ocean client, it remains your responsibility to advise Private Ocean, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/ evaluating/ revising our previous recommendations and/or services, or  if  you  would  like  to  impose,  add,  or  to  modify  any  reasonable  restrictions  to  our investment advisory services. To the extent that a reader has any questions regarding the applicability of any  specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Private Ocean is  neither  a  law  firm  nor  a  certified  public  accounting  firm  and  no  portion  of  the  blog content should be construed as legal or accounting advice. A copy of the Private Ocean’s current written disclosure Brochure discussing our advisory services and fees is available for  review  upon  requestor  at www.privateocean.com. Please note: Private  Ocean does not  make  any representations  or  warranties  as  to  the  accuracy,  timeliness,  suitability, completeness,  or  relevance  of  any  information  prepared  by  any  unaffiliated  third  party, whether  linked  to Private  Ocean’s web  site  or blog  or  incorporated  herein,  and  takes  no responsibility  for any  such  content. All  such  information  is provided  solely  for convenience  purposes  only  and  all  users  thereof  should  be  guided  accordingly. Please also note: If  you  are  a Private  Ocean client, please  advise  us if  you  have  not  been receiving account statements (at least quarterly) from the account custodian.