Big ideas in an intimate setting.
Private Ocean is a 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.
Founded by Richard Stone and Greg Friedman in 2009, Private Ocean combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area – Salient Wealth Management and Friedman & Associates. In 2018, we continued our growth when the firm acquired Seattle-based Lakeview Financial.
In 2017, Private Ocean was named Best Wealth Management firm by North Bay Biz and has been named one of the Best Places to Work by InvestmentNews in 2018 and The North Bay Business Journal in 2017. Richard Stone was honored with the Schwab IMPACT® Leadership Award at the 2011 Schwab IMPACT® conference. CEO Greg Friedman was named to InvestmentNews 2017 Icons and Innovators list and has appeared on Investment Advisor’s 25 Most Influential list. In 2011, Friedman received the Investment News Industry Influencer Award. He received the Schwab IMPACT® Best in Tech Award in 2007.
Throughout our continued evolution, our culture, shared values and philosophy on client service has kept us true to our commitment to deliver personal and powerful wealth management to our clients.