Blue Ocean Capital
Blue Ocean Capital Financial Planning, West Palm Beach, FL
Blue Ocean Capital is an independent wealth management firm established in 1997. They offer services to high-net-worth families and their businesses, including investment management, financial and tax planning, and estate planning. The firm is comprised of CPAs, CFPs, and licensed investment professionals. Their approach is fee-only, and they operate as a multi-family office. They specialize in providing comprehensive wealth management strategies, tailored to meet the unique needs of their clients. The firm’s long history suggests experience and expertise in their field
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Inside Blue Ocean Capital: Wealth Management, Financial Planning, and Transparency
Blue Ocean Capital’s contact:
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Blue Ocean Capital’s Financial Planning Unique Value Proposition
- Independence: It is an independent, fee-only wealth management practice.
- Specialization: It specializes in Multi-Family Office Administration, Investment Management, and Financial, Tax and Estate Planning.
- Experience and Expertise: Founded in 1997, the firm comprises experienced Certified Public Accountants, Certified Financial Planners, and licensed investment professionals.
- Target Clientele: They cater to a select group of high-net-worth families and their affiliated businesses.
Blue Ocean Capital positions itself as a trusted advisor and comprehensive wealth management solution for affluent families, leveraging its independence, specialized services, and a team of seasoned professionals.
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Frequently Asked Questions About Blue Ocean Capital’s Financial Planning
How To Reach Out To Blue Ocean Capital, West Palm Beach, FL
Blue Ocean Capital’s contact:
Here are the best ways to visit or contact Blue Ocean Capital’s Financial Experts:
The most reliable way to contact Blue Ocean Capital is by phone at 561.659.3301 during regular business hours.
You can also visit one of their offices by appointment at the provided addresses.
Blue Ocean Capital has two offices.
- The Flagler Center office is located at 501 South Flagler Drive, Suite 220, West Palm Beach, FL 33401. You can reach them by phone at 561.659.3301 or by fax at 561.659.3609.
- The Gardens Office is located at 4500 PGA Boulevard, Suite 207, Palm Beach Gardens, FL 33418. Their phone number is 561.508.9959, and their fax number is 561.363.7684.
| Contact Method | Details | Availability | Notes/Best Practices |
|---|---|---|---|
| Phone | 561.659.3301 | Available | Main office number; available during business hours. |
| Fax | 561.659.3609 | Available | For sending documents securely. |
| Physical Address |
West Palm Beach Office: 501 South Flagler Drive, Suite 220, West Palm Beach, FL 33401 Palm Beach Gardens Office: 4500 PGA Boulevard, Suite 207, Palm Beach Gardens, FL 33418 |
Available | Visit by appointment; check office hours before visiting. |
| Contact Form | Not Available | Not Available | No contact form available on the website. |
| Social Media | Not Available | Not Available | No social media links provided on the website. |
Blue Ocean Capital’s West Palm Beach, FL Office Location
Reach out to Blue Ocean Capital’s Financial Expert, for personalized assistance with your financial planning needs…
Here are the services they offer:
- Investment Management: Wealth management
- Discretionary investment advisory services
- Ongoing account monitoring
- Regular communication with clients to discuss investments and financial situation changes.
- Financial Planning:
- Financial planning
- Accounting and Tax Services: Accounting
- Tax preparation and planning
- Family Office Services:
- Family office services
Blue Ocean Capital invests client portfolios in a variety of assets, including:
- Mutual funds
- Equities
- Fixed income
- ETFs
- Private funds
- Third-party managers
- MLPs
- REITs
- Private placements
- Government securities
They may also use other securities for portfolio diversification.
You can find more information about their services in their Disclosure Brochure, linked in the source document. You can contact Blue Ocean Capital at (561) 659-3301 for additional information.
