Advisor Services

At Blue Ocean Wealth Strategists Inc. we are dedicated to successful Client – Advisor planning experiences.

This commitment drives our tri-focused approach of providing support, strategy and solutions for the advisory planning community.

Innovation should drive the process as clients seek to manage their wealth planning affairs in a flexible, dynamic and tax efficient manner. We provide innovative consulting, technical, business development, professional education and training programs for the ever-changing environment advisors work in.

Blue Ocean Wealth Strategists Inc. corporate services are provided by our founder, a long time industry experienced CPA, CA, CFP, TEP designate. We have strategic alliance capability in the fields of estate and trust law, life advisor/insurance practitioner training and in the development of unique wealth planning platforms.

Contact us for Founder and contact information and to request further information.

Important Notice of Licensing Information:

Blue Ocean Wealth Strategists Inc. and its principal/nominee hold licenses for Life, Accident and Sickness Insurance. An engagement letter determines the terms of the services supplied.

Blue Ocean Wealth Strategists Inc. does not engage in specific securities advising or promotion or trading of securities or mutual funds, nor do we provide portfolio or investment management services. Please also note that while planning is performed by a CPA, CA designate, we do not provide CPA public practice accounting or services. In this regard, Blue Ocean Wealth Strategists Inc. and its employees, agents and registered representatives do not provide specific legal, accounting or tax advice. All comments related to taxation are general in nature and in working with your support team it is important that you discuss the tax and legal implications of any planning with your own accountant and tax and legal advisors. We believe that following this process allows for an integrated approach, thereby increasing the likelihood of success in accomplishing personal financial goals and objectives.