Blue Ocean Strategic Capital, LLC provides customized financial planning, protection planning, estate planning, education planning, cash flow planning, tax advising and other wealth advisory services if needed.
BOSC provides customized investment management after careful consideration of the goals and objectives outlined in the planning process.
As a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC), Blue Ocean Strategic Capital, LLC is a wholly independent, fee only organization required to put the clients’ interests first in every situation. BOSC has a simple, transparent fee structure.*
The professionals at Blue Ocean work as a team. Their extensive experience and team work provide each client with the full range of planning and investment expertise once found only at very large investment banks for the wealthy. BOSC brings the advice the wealthy have enjoyed to the everyday person at a fair and reasonable price.
*Registration as an investment advisor does not imply any level of skill or training.