Private Ocean, LLC is a San Francisco Bay Area-based wealth management firm that operates as a fiduciary, meaning it is legally obligated to act in its clients' best interests. The firm was founded on the principle of providing objective, comprehensive financial advice. In 2017, Private Ocean merged with Mosaic Financial Partners, another prominent Bay Area advisory firm, to expand its capabilities. The company offers a holistic approach to wealth management, integrating financial planning, investment management, tax planning, and estate planning to help clients achieve their long-term financial goals.

Founded in

United States