Oceans Strategies is a unique and independent personal and business financial advisory firm founded in 2006.

We are a team made up of financial advisors, insurance advisors, investment bankers, tax advisors, and entrepreneurs.

Our clients and partners are high-net-worth individuals and families, businesses, and institutional capital firms. We prioritize our clients and partners first and foremost.

Our clients and partners rely on our firm for unique and unbiased solutions. We take pride in the fact that we offer our clients and partners opportunities that the major financial firms do not offer.

Being an independent firm allows us to be on the cutting edge of new and unique ideas in the industry as our clients and partners greatly benefit from this.