Truly Global Wealth Management Services
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
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 & Abroad
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
Wherever you are in your wealth journey, we can help.
Anywhere in the world, at any stage in your journey, we can help bring stability, growth, and freedom to your financial life. Whether you're new to investing, established in your career, or planning to retire, we’re here for you.
our process
We Take A Tailored
Approach To Learn About
You And Your Goals.
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.
Meet Your Financial Team
Our team has over 3 decades of combined experience and a drive for exceeding expectations. Domestic or abroad, we're ready to work closely with you to create a secure financial future.
CEO & Financial Planner
16 years of experience
Financial Advisor
10 years of experience
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