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Blue Ocean Capital

Blue Ocean Capital


Blue Ocean Capital's financial review

Employees

15


Blue Ocean Capital information

Blue Ocean Capital is an independent, fee-only, Wealth Management practice located in West Palm Beach, Florida, specializing in Multi-Family Office, Investment Management, Financial Planning, Tax and Estate Planning.Our team consists of a tenured group of CPA's, Certified Financial Planners and investment professionals who collectively serve a select group of high net worth families and their affi...
Blue Ocean Capital is an independent, fee-only, Wealth Management practice located in West Palm Beach, Florida, specializing in Multi-Family Office, Investment Management, Financial Planning, Tax and Estate Planning.Our team consists of a tenured group of CPA's, Certified Financial Planners and investment professionals who collectively serve a select group of high net worth families and their affiliated businesses. Founded in 1997 out of a traditional CPA firm practice, Blue Ocean Capital has grown into a full service, wealth management and multi-family office boutique with both discretionary management responsibility for client investment assets, and indirectly, administration responsibility for those client assets administered through the family offices we serve.

Blue Ocean Capital industries

Multifamily office
Wealth management
Financial planning
Taxation

Blue Ocean Capital's financial review

Employees

15

Employees

Senior Client Advisor/Director of Operations
Principal
Principal
Client Advisor
Client Advisor

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