Big ideas in an intimate setting.
In 2008, Salient Wealth Management and Friedman & Associates — two of Marin County’s most innovative wealth advisories — began a conversation. The firms’ founders, Richard Stone and Greg Friedman, looked at each other and saw something with potential far greater than the sum of the parts.
Each firm had a rich history working with the North Bay’s most affluent, successful folks. Salient Wealth Management was formed in 1983, Friedman & Associates in 1991. After more than a year of planning, the two firms became one. In 2009, Private Ocean was born.
The name reflects the vision: Create a team stacked with the very best talent in the industry. Structure the organization to give clients direct access to brain power. Maintain a familial closeness between clients and firm.
Today, Private Ocean is widely recognized as one of the most successful, progressive advisors in the country. Measured in terms of thought leadership, prestigious awards and, most importantly, client satisfaction, we’re hitting all our objectives. We’re creating a smarter, friendlier way to transform wealth into happiness and prosperity.