Blue Ocean Global Wealth is an investment advisory firm that provides portfolio construction, investment due diligence, and risk management consulting to corporations and institutions. Founded in 2013, founder Marguerita Cheng established Blue Ocean Global Wealth in response to the trends she was tracking in the financial planning and asset management industries. The firm delivers comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives.
ABOUT BLUE OCEAN GLOBAL WEALTH
BLUE OCEAN'S FOCUS ON TRENDS
Lack of global professional and intellectual development opportunities for today's graduates and tomorrow's industry leaders
A maturing financial advisor demographic that merits an innovative partnership solution