Blue Ocean Capital is an independent, fee-only, Wealth Management practice located in West Palm Beach, Florida, specializing in Investment Management, Multi-Family Office Administration, 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.
Company Details
- Employees
- 17
- Founded
- 1997
- Address
- 501 South Flagler Drive,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Multi-Family Office, Wealth Management, Financial Planning, Taxation, Tax & Estate Planning, Investment Management.
- HQ
- West Palm Beach, Florida
Blue Ocean Capital Questions
Blue Ocean Capital's LinkedIn profile is https://www.linkedin.com/company/blueocean-capital
Blue Ocean Capital has
17 employees.
View email and phone details for 17
employees at Blue Ocean Capital.
Blue Ocean Capital's industry is
Investment Management
Blue Ocean Capital's top competitors are
Blue Ocean Capital,
Blue Ocean Capital Llc,
Bradley & Company Private Wealth Management, Llc,
Blue Sea Capital Llc,
Bragg Financial,
Castle Wealth Management,
Kkr,
Transform Wealth,
Pimco,
Swan Wealth Management Group, Inc..
Blue Ocean Capital's categories are Investment Management
Blue Ocean Capital's founding year is 1997
