Why we work for you

We are confident our knowledge of personal finance, our training, and our experience can help you better prepare for your future.

Why Us 

The reason we became wealth mangers is because we were deeply concerned about the quality and motivations of traditional stockbrokers and insurance agents. Individuals who provide wealth management services are typically referred to as financial advisors or financial planners. Financial planners typically provide a variety of services, including investment advice, tax planning, and retirement planning. As an independent Registered Investment Advisor (RIA) and wealth manager, we have a fiduciary duty to our clients. That means we are required to act in our clients’ best interest. Traditional stockbrokers or insurance agents are not true fiduciaries. At Oceanic Capital Management, we are fiduciaries and therefore practice true wealth management.

What Are the Benefits of Working with a Financial Advisor?

An experienced financial advisor can steer you in the right direction to help you reach your goals. Instead of wondering what to do next or second-guessing yourself, you have an expert to talk to about your money and your investments.
Here are some examples of what our financial advisors can help you with:

  • Preparing for retirement
  • Saving for college
  • Managing and protecting your wealth
  • Using a tax planning strategy to minimize your tax burden
  • Building a legacy

If you’re just beginning to think about retirement and don’t know how to prepare, a financial planner can help you get started. If you’ve built significant wealth and need help managing and protecting your assets, our team is here for you. If you have questions about your financial situation, a financial planner can help, so give us a call.

Our financial advisors can recommend unique solutions to your financial challenges, allowing you to create the life you want.

How Financial Planners Help with Wealth Management

Our financial planners are excited to help you build and manage your wealth. We get to know you and your financial goals, and then we’ll talk about how you can build wealth. Our wealth management team can help you select the best investment vehicles to meet your goals. We understand your road to wealth building is unique to you, which is why we don’t shy away from offering solutions that require out-of-the-box thinking.

The Oceanic Capital Management Team

Experience has taught us a team approach to problem solving is an effective method to help clients with a wide variety of needs. Navigating through the vast and complex financial service world can be daunting, let us be your guide. We put our clients’ interest before all others because we are held to the highest fiduciary standard.

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