A Comprehensive, Individualized Wealth Management Experience

At Blue Ocean Capital, we believe delivering a comprehensive wealth management experience starts and ends with our unique ability to bring together all of our core competencies for the benefit of our clients. Our team of experienced wealth management professionals includes investment management professionals, Certified Public Accountants and Certified Financial Planners® who have collectively been practicing the art of serving our clients for many years, with the primary objective of delivering a truly unique client experience designed to exceed our clients’ expectations.

Central to this process is an objective, independent and disciplined approach to being excellent listeners, focused first on understanding our clients’ fears, hopes and aspirations, sufficient to develop and implement timeless and efficient solutions for a wide range of particular client facts and circumstances.

We believe investment solutions alone have become almost entirely commoditized in a world where technology and information move at near-light speed. The result of which has created highly efficient markets capable of pricing risk in nanoseconds, making market timing even more of a loser’s game. Consistent with this outlook, Blue Ocean Capital focuses almost exclusively on a goal-based investment approach, whereby our clients’ particular financial objectives and risk parameters drive the specific investment strategies we endeavor to design and implement on their behalf. Inclusive of this approach is a philosophy that prioritizes planning for liquidity needs first, prior to funding longer-term investment strategies where the inherent risks of volatility may be mitigated over specific time horizons, allowing our clients to remain fully invested throughout various market cycles.

From its inception, Blue Ocean Capital’s family office practice evolved entirely from the development of a single-family office that was designed and implemented around one particular client’s circumstances many years ago. Since then, we have continued to refine and scale the internal family office process sufficient to selectively serve additional families, each of which varies in scope and complexity. Regardless, stewardship of these families’ financial affairs in our capacity as their chief financial and investment officers is something we take very seriously as fiduciaries. Core to the family office at Blue Ocean Capital is a strong accounting and internal control platform overseen by a CPA family office executive, working with other members of the professional team, including investment professionals, other CPAs and accounting personnel.

At Blue Ocean Capital, we believe the financial planning process is foundational to investment strategy recommendations and portfolio construction. From this perspective, we take most new clients through a segmented or comprehensive financial planning process designed to address financial goals, objectives, liquidity needs, risk tolerances and time horizons as part of the initial onboarding process. The results of which fundamentally support an investment strategy that is uniquely suited to each clients’ particular circumstances.

The Blue Ocean Capital professional team has extensive experience in both the areas of pre-mortem estate planning and post-mortem estate settlement and administration. Our professional team also has extensive experience with fiduciary services, including trust planning, administration, accounting and taxation. Collectively, we have continued to expand our combined base of knowledge and experience over the years to adequately meet client demands in these respective areas, further supporting our clients and their families in the comprehensive manner with which they have become accustomed.

Each of Blue Ocean Capital’s founders can trace their roots directly back to years of public accounting experience, from which the firm was developed with a similar mindset to provide completely objective, independent, fee-only wealth management, investment and family office services. This foundation has allowed us to develop a robust tax practice that goes far beyond basic compliance. Our seasoned tax professionals deliver strategic planning, compliance, and thoughtful preparation, while also advising on forward-looking tax strategies. By integrating these capabilities directly into our wealth management process, we help clients make more informed financial decisions, ensuring tax strategy is not an afterthought, but a driving force in building and preserving wealth.