Pursue your wealth management goals with careful advice, astute investment management, and access to one of the nation's premier financial services firms.
Right People, Right Process
Our Philosophy
With nearly 100 years of combined financial industry experience, The Blue Ocean Investment Group leverages its LEARN wealth management process, that is designed to help ensure our clients work towards their investment, retirement, estate, and tax planning goals.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
2025 Forbes Best-In-State Wealth Management Team
We are thrilled to announce that Blue Ocean Investment Group of NEST Capital has been recognized on the 2025 Forbes Best-In-State Wealth Management Team List.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
Who We Are
We believe our team is comprised of highly experienced and knowledgeable industry veterans who have spent their careers serving select high-net-worth clients.
Meet Our TeamGiving Back
Both as individuals as well as associates of Wells Fargo Advisors Financial Network, we’re proud to give back to organizations and causes dear to us at the local, state, and national level.
Learn MoreInvestment Management
Our customized portfolio management program is uniquely designed to help meet each client's specific set of financial goals and investment objectives.
Read MoreLet's Get Started
Helping clients quantify and achieve their financial goals and investment objectives begins with getting to know them personally. Only then can we build a plan that sets forth a path to weather economic and market volatility. Let's begin by taking the 1st Step.
