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Expertise

We Take A Tailored
Approach To Learn About
You And Your Goals.

Our Process

Discovery Meeting

We identify your goals, priorities, preferences, and any obstacles you may have. We also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.

Fit Meeting

We then take a deeper dive into your situation, with more detailed conversations about your personal and financial goals, to develop a preliminary plan.

Detailed Planning

After building a solid foundation, we deliver a fully realized investment and retirement plan. Our plans address the areas that are most important to you and outline the steps needed to address obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient investments.

Ongoing Support

Life is constantly changing, and your goals will too. When priorities change, or circumstances bring new obstacles into your life, we'll be here to discuss these changes, evaluate options, and adjust your plan so you can be deliberate about being successful.

Dedicated to long-term partnership

$100M
assets under management
We understand the business and your needs
79
total clients
We work closely with every client to create a personalized experience
58
years of experience
We bring decades of collective experience to every client

our services

We want to free you from limitations so you can thrive.

At Green Ocean, we're optimists, and we fully believe that where there is a will, there is a way. We also believe that whatever your version of freedom, it IS attainable, and that every one of us has the ability to thrive.

Comprehensive Wealth management

Create a well-rounded plan to meet your short, intermediate, and long-term financial aspirations.

  • Plan for homeownership, college, or retirement.
  • Optimize your saving and investment strategy.
  • Stay on track to reach financial objectives.
A photo of a smiling woman.

Tailored Investment Strategies

Work to create, grow, and preserve your wealth with a personalized investment strategy.

  • Evaluate your portfolio to discover opportunities
  • Plan tax-efficient investment strategies
  • Adapt your investment plan as you grow

Financial Planning Domestic & Aboard

Create a financial plan that is optimized to your life, wherever you may go.

  • Integrate globally to manage remote assets
  • Optimize with a Worldwide Tax strategy
  • Expatriation assistance and evaluation