Simplifying the complex financial decisions in your life
Certainly, managing your investments wisely is essential, but you have other needs as well: A plan for your retirement and your legacy, and for managing life’s risks. You recognize the enormous value in having a fully comprehensive financial plan that covers all these matters and more.
At Blue Ocean Wealth Advisors of Raymond James, we believe in covering all aspects of your financial life, and doing it well – applying more than 100 years of combined industry experience to make the answers personal and the complicated simple.
Families & Individuals
Business Owners & Entrepreneurs
Women in Transition
A thoughtful and disciplined planning approach to customize your plan
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
An ongoing commitment to making our community a better place
A comprehensive range of services to address each need you have
Meet our team
Get better acquainted with us and how we can help you.Learn more about us
Pictured from left to right:
Sandra Peters, Brian Pennell, Rob Krebs, Jennifer Duffy, Kelly Janzen