Introduction

You’ve discovered a unique phenomenon in wealth management.

The caliber of our people and depth of our services might suggest a firm that’s large and impersonal. Only it isn’t. Or one that has little interest in forming tight relationships with clients. But we do.

This is all intentional. You see, when Private Ocean was formed in 2009 — the union of Friedman & Associates and Salient Wealth Management — it was to pursue a distinct vision. Not create the biggest wealth management firm in the country. Create one of the best.

The organization we’ve built for you embodies everything we’ve learned during the past 28 years about planning and investing — and about human beings. It’s a place where the experience is deeply personal. And the resources and opportunities are immense.

We think you’re going to like it.