Overview

We are an NJ and PA state-registered RIA with two principals and an office in Red Bank, NJ. We have over 50-years combined experience in the securities business and are licensed insurance producer’s in NJ as well as a nonresident producer in PA. Our experience covers the private wealth side of the business for major wirehouses as well as the Institutional investing side of the business. We are both CFP’s ® and one is a Chartered Financial Analyst ®, a rigorous distinction and rare in smaller wealth management groups. Our clients tend to be retirees, pre-retirees, and divorced women, although we have adopted a new model for millennials and are starting to gain traction in that market. We pride ourselves on focusing on the client first and foremost. We are a combination of two advisory practices currently merging, we share office space, and are moving forward together as Oceanic Capital Management LLC. We are pursuing another partnership, or a possible purchase, to help achieve a strategic size and critical mass.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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