About
Blue Ocean Private Wealth specializes in providing sophisticated wealth management and tax minimization strategies on behalf of high net worth (HNW) and ultra-high net worth (UHNW) individuals, families, business owners, and real estate/owner operators who may benefit from our 30 years of experience/expertise utilizing the following:
1031 Exchange/Delaware Statutory Trusts (DSTs)
Opportunity Zone Funds
Private Equity Offerings
Preferred Income Solutions
Alternative Investments
Our approach entails working directly with you, your family and, in some cases, your business partner while establishing a complementary symbiotic relationship with your CPA/accountant, business advisor, qualified intermediary, bank, and/or M&A advisor.
Feel Relaxed About Your Finances
Blue Ocean Private Wealth is a top choice to help you feel calm, comfortable, and confident about your financial future.
Keeping You Connected
Over the years, we have built a strong network with a variety of financial professionals that we would be happy to connect you with so that you have every tool in your arsenal that you may need.
Living Your Worry-Free Lifestyle
Our team believes that it’s not about what you make – it’s about what you keep. Our investment strategies can help alleviate any concerns you may have about your financial future.
Carmen Morrone
Founder/CEO