We love our clients.

Our priority is YOU

You want peace of mind and understand and appreciate the importance of financial planning and partnering with a professional to help you get there. For those times when you wonder if you’re doing everything you can to optimize your success, OceanFront Wealth is here to provide you with peace of mind.

FAMILY STEWARD

You are your Chief Family Officer, and your primary goal is to ensure the well-being of your loved ones. You are interested in comprehensive, multi-generational planning that provides financial security for yourself and those you care about. You have worked hard to achieve your wealth, finding value in strategies that continue to grow your assets and protect them for future generations.

ACCUMULATOR

You are focused on accumulating wealth to provide future security. You build your wealth modestly and quietly. As an Accumulator, you are motivated by achieving personal and financial goals and exploring opportunities with long-term potential. You find value in detailed reviews of your current financial position and progress as they provide Peace of Mind™.

INDEPENDENT

You equate wealth to freedom of choice. Personal financial independence is the focus of your planning. You would like to make career choices based on personal enjoyment and not a financial requirement. You view wealth as an instrument that will allow you to choose your own daily activities and ensure you can create and maintain this flexibility.
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