OCEANUS CAPITAL

As an independent firm, we are fiduciaries who deliver objective, fee-based advice. We take a hands-on approach to create an Investment Policy Statement and focused investment program that is tailored for you and your goals. Unlike other firms that rely on generic financial planning tools, we listen to your vision and align our full suite of services to help you achieve a successful outcome... You have achieved a significant level of wealth and want to maintain your lifestyle and leave a legacy. We are committed to helping you design an investment portfolio that satisfies your income needs, reflects your risk profile, and provides long-term growth... OUR TEAM WORKS CLOSELY WITH YOUR OTHER SERVICE PROVIDERS, ESTATE PLANNING ATTORNEYS, AND CPAs, TO DELIVER A SEAMLESS AND PERSONALISED EXPERIENCE.

Primary location: Ponte Vedra Beach United States