Visitors explore Ocean Cay MSC Marine Reserve, a private island in the Bahamas, on Saturday, Oct. 15, 2022. Visitors explore Ocean Cay MSC Marine Reserve, a private island in the Bahamas, on Saturday, ...

Private Ocean, a wealth management firm in San Rafael, Calif., is expanding its team by hiring Dr. Frederick E. Dopfel as an owner. Dopfel will also serve as co-chair of the firm’s investment ...

SAN RAFAEL, Calif.--(BUSINESS WIRE)--Private Ocean, a West Coast based wealth management firm, congratulates CEO and Co-Founder Greg Friedman on his recent nomination as a finalist in the ...

Wealthspire’s leadership calls the acquisition “a significant opportunity to plant a flag on the West Coast and demonstrate our growing national scope.” Wealthspire Advisors, an NFP company and ...

Wealthspire Advisors, the $14.8 billion registered investment advisory firm created via the merger of Sontag Advisory and Bronfman Rothschild in 2019, has announced plans to acquire Private Ocean, the ...

What was once an industrial wasteland of an island has been turned into a tropical paradise with diligent work by the MSC Foundation, the philanthropic nonprofit arm of MSC Cruises. Ocean Cay MSC ...

SAN RAFAEL, Calif.--(BUSINESS WIRE)--Private Ocean, a Marin County wealth management firm, today announced that it has acquired Lakeview Financial Group, a Seattle-based registered investment advisory ...

Marin County, Calif.-based wealth manager Private Ocean announced on Wednesday that it has acquired Lakeview Financial Group. “Private Ocean is always striving to grow intentionally, and with our ...

Jones and Smith Wealth Management? How boring. Green and Gold Capital Advisers? So banal. Fink and Funk Financial Fiduciaries? Yawn. Salient-Friedman Wealth Management, the Bay Area advisory firm ...

Wealth management firm Private Ocean, with locations in San Rafael, San Francisco and Seattle, has named two new managing partners. Sabrina Lowell becomes the managing partner of the San Francisco ...

In his second deal in less than a month, Private Ocean co-founder Greg Friedman announced his firm has added $380 million in client assets with the acquisition of Lakeview Financial Group. Processing ...

Greg Friedman, owner of Friedman & Associates, and Richard Stone, founder of Salient Wealth Management, met some years ago at a Schwab IMPACT conference. Turns out their financial advisory offices ...