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PRIVATE OCEAN

WEALTH MANAGEMENT

 

 

 

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 About Private Ocean

Private Ocean is a West Coast-based wealth management firm deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth and discipline of a much larger one. Formed in 2009, Private Ocean (www.privateocean.com) combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area. The firm has locations in San Rafael, San Francisco, and Seattle.