Your Journey

Photo of a little boy and his father on a road trip by the seaside in their convertible car, putting sunglasses on

Everything we do is in service of our clients.

This isn’t just a guiding principle – it’s our shared commitment to making sure you are heard, understood, and guided toward achieving your goals. Your assets represent your time, your plans, and your hopes for the people you care about. We believe they deserve nothing less than our deepest, most personal investment.

Our advisors are here to guide you through all important phases of your life. How can we help?


Retirement Planning

The choices you make now can help ensure you’re able to pursue your passion and continue providing for your family in retirement.

Whether your dream is to downsize to a condo and sail around the world, or to finally make your vacation home a full-time residence, it’s never too early to start building a strong foundation to retire on. For many of our clients, retirement isn’t just about kicking back, it’s about entering a new and exciting phase of life.

Before you make the big leap, there are number of things to review and consider.

Download our Retirement Planning Checklist to begin your journey.


Owning a Business

You’ve spent years investing time and energy and ingenuity to grow your business. But what’s the long-range financial strategy?

We can help you create a strategy – or refine an existing one and execute it with acumen. In the process, we’ll lead you through a handful of critical decisions that can transform your business into the valued asset you need it to be. We’ll apply our experience and expertise to create a disciplined financial plan that reflects the complexities of your situation — including tax and investment strategies for your future succession or retirement.

Regardless of where you are in the life cycle of your business, it’s never too early to start planning. In fact, the earlier you start, the more innovative approaches we’re likely to come up with to help you maximize your business value and get where you want to go. Learn more – download our handy Guide to Graceful Succession now.


Estate Planning

Living well is about more than money—it’s about having a positive impact, within your family and on the world at large.

For our clients, their legacy—what they choose to do with the wealth they’ve earned—is a way of expressing their values and their beliefs. After ensuring that their own retirement is secure, this usually means finding ways to support children, grandchildren, and other family, as well as organizations and causes that are close to their hearts. There are many different strategies and decisions around your legacy, and we can help provide guidance that will maximize the impact of your generosity.

Download our Estate Planning Package to help you get started.


Life Changes

Preparing for and responding to life’s curve balls.

Everyone will face unexpected challenges and opportunities in their lives. Good or bad, the key to navigating them is a combination of forethought and agility. We help our clients prepare for unexpected contingencies, such as unplanned health expenses, job changes, and family issues, but we also help you deal with them when they arise, and manage the financial impacts of stressful events with a combination of agility and patience.

No doubt, some of the biggest life changes involve our relationship with others. Grab a copy of our eBook, Couples and Money, to discover more about how to maintain financial health at every stage of your relationship.



Giving to worthy causes is inspirational and personally rewarding.

Your donation or volunteer efforts can truly change someone’s life. Yet this may be an area that you haven’t had time to fully define. There are great causes, so many needs, often urgent ones. As resources, interests and passions change over time, the charitable “plan” can constantly evolve. How much, to what, and when? Cash, appreciated property, and/or time? If you are seeking new ideas for giving, we can help guide you on a path to thoughtful philanthropy.

Download our Four Efficient Ways to Give to Charities now.


Funding an Education

Providing the next generation with every opportunity to thrive.

Many clients are interested in funding or contributing to the education of their children and grandchildren, but there are a lot of different options for doing so, and navigating them all can be challenging. 529 Plans, GET Program, Coverdale ESAs, Custodial Accounts for minors… they all have advantages and disadvantages. We can help you determine which plans are best for you—and how much to invest in them—so that you can ensure your family is supported and that your money is being used in the most effective and most tax-efficient manner possible.

Download our 10 Tips for Funding an Education now


Women & Investing

Women and men are different, especially when it comes to analyzing situations, approaching obstacles, and solving problems.

At Private Ocean, we focus on understanding these differences and what they can mean for your financial objectives. For our women clients in particular, we want to not only guide, but also empower, encouraging you to confidently travel your own investment journey and reach your financial goals.

Download our Women’s Guide to Practical Wealth Planning now.