Wealth Management Services

Ocean Avenue Wealth Management provides comprehensive financial management of our clients entire balance sheet.

The management process includes the development, implementation and monitoring of our clients financial strategy.

This approach allows us to deliver value to our clients in two ways: increasing risk-adjusted investment returns and reducing investment related expenses.

Our team of subject matter experts as well as clients other service providers - including business managers, CPAs and attorneys - play important roles in this process.

Wealth Management Service Areas:

• Asset Allocation
• Business Management
• Charitable Giving
• Concentrated Stock Positions
• Credit & Lending
• Educational Savings
• Estate Planning
• Financial Planning
• Insurance: Disability, Life, Long-term Care
• Investment Management
• Real Estate Investment
• Retirement Planning
• Stock Option Strategies