Blue Ocean Capital

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.