Blue Ocean Capital
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
4500 Pga Blvd Ste 207, West Palm Beach, ...Phone Number
(561) 659-3301Website
www.blueoceancpa.comRevenue
<$5 MillionIndustry
About Blue Ocean Capital
Blue Ocean Capital is an independent, fee-only wealth management firm headquartered in West Palm Beach, Florida. Founded in 1997, the company specializes in investment management, multi-family office administration, and financial, tax, and estate planning. It serves a select group of high-net-worth individuals, families, and their affiliated businesses. The firm delivers value through a goal-based investment approach and a robust tax practice that integrates strategic planning and compliance directly into the wealth management process. Its team consists of licensed investment professionals, Certified Public Accountants, and Certified Financial Planners.Explore more
SIC Code 62,628NAICS Code 52,523Show more
Blue Ocean Capital Org Chart
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Blue Ocean Capital is an independent, fee-only wealth management firm headquartered in West Palm Beach, Florida. Founded in 1997, the company specializes in investment management, multi-family office administration, and financial, tax, and estate planning. It serves a select group of high-net-worth individuals, families, and their affiliated busine... Read More
